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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 | $133,790 | $95,453+40.2% | $112,040+19.4% | $82,448+62.3% |
| Participation rate | 90.6% | 72.8%+17.9pp | 76.5%+14.1pp | 68.1%+22.6pp |
| Annual return | 11.78% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,847 | $2,318-20.3% | $2,954-37.5% | $2,551-27.6% |
| Participant deferral / active EE | $7,200 | $4,224+70.5% | $5,098+41.2% | $4,139+73.9% |
| Admin fee / account holder | $1,905 | $9,013-78.9% | $12,098-84.3% | $7,234-73.7% |