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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 | $94,031-4.3% | $115,768-22.2% | $82,448+9.2% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.4%+21.5pp | 68.1%+27.9pp |
| Annual return | 11.14% | 20.61%-9.5pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,342 | $2,323-42.2% | $2,940-54.4% | $2,551-47.4% |
| Participant deferral / active EE | $2,907 | $3,972-26.8% | $4,917-40.9% | $4,139-29.8% |
| Admin fee / account holder | $8,444 | $10,249-17.6% | $12,439-32.1% | $7,234+16.7% |