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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,169 | $95,453+16.5% | $112,040-0.8% | $82,448+34.8% |
| Participation rate | 73.2% | 72.8%+0.5pp | 76.5%-3.3pp | 68.1%+5.1pp |
| Annual return | 9.85% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,045 | $2,318-11.8% | $2,954-30.8% | $2,551-19.8% |
| Participant deferral / active EE | $3,034 | $4,224-28.2% | $5,098-40.5% | $4,139-26.7% |
| Admin fee / account holder | $1,690 | $9,013-81.3% | $12,098-86.0% | $7,234-76.6% |