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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 | $94,164 | $95,453-1.4% | $112,040-16.0% | $82,448+14.2% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 9.22% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,157 | $2,318-6.9% | $2,954-27.0% | $2,551-15.4% |
| Participant deferral / active EE | $4,038 | $4,224-4.4% | $5,098-20.8% | $4,139-2.5% |
| Admin fee / account holder | $3,345 | $9,013-62.9% | $12,098-72.4% | $7,234-53.8% |