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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 | $96,499 | $76,834+25.6% | $108,359-10.9% | $87,485+10.3% |
| Participation rate | 92.3% | 61.7%+30.6pp | 70.1%+22.2pp | 68.9%+23.4pp |
| Annual return | 8.54% | 19.09%-10.5pp | 36.89%-28.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $1,043 | $1,556-33.0% | $2,399-56.5% | $2,596-59.8% |
| Participant deferral / active EE | $2,961 | $3,100-4.5% | $4,137-28.4% | $4,274-30.7% |
| Admin fee / account holder | $10,809 | $6,537+65.4% | $9,741+11.0% | $7,775+39.0% |