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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 | $83,898+15.0% | $133,346-27.6% | $94,015+2.6% |
| Participation rate | 92.3% | 63.4%+29.0pp | 72.8%+19.5pp | 70.8%+21.5pp |
| Annual return | 8.54% | 16.00%-7.5pp | 36.85%-28.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $1,043 | $1,821-42.7% | $2,853-63.5% | $2,790-62.6% |
| Participant deferral / active EE | $2,961 | $3,245-8.7% | $4,332-31.6% | $4,249-30.3% |
| Admin fee / account holder | $10,809 | $7,809+38.4% | $14,264-24.2% | $8,951+20.8% |