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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 | $90,015 | $94,436-4.7% | $115,599-22.1% | $82,637+8.9% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.3%+21.6pp | 68.1%+27.9pp |
| Annual return | 11.14% | 18.37%-7.2pp | 111.10%-100.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,342 | $2,324-42.3% | $2,955-54.6% | $2,552-47.4% |
| Participant deferral / active EE | $2,907 | $3,955-26.5% | $4,889-40.5% | $4,126-29.5% |
| Admin fee / account holder | $8,444 | $10,328-18.2% | $12,841-34.2% | $7,339+15.1% |