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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 | $108,979 | $95,453+14.2% | $112,040-2.7% | $82,448+32.2% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.5%+19.0pp | 68.1%+27.4pp |
| Annual return | 7.61% | 23.92%-16.3pp | 24.52%-16.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $1,751 | $2,318-24.5% | $2,954-40.7% | $2,551-31.4% |
| Participant deferral / active EE | $4,613 | $4,224+9.2% | $5,098-9.5% | $4,139+11.5% |
| Admin fee / account holder | $8,053 | $9,013-10.7% | $12,098-33.4% | $7,234+11.3% |