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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 | $214,931 | $95,453+125.2% | $112,040+91.8% | $82,448+160.7% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.5%-3.4pp | 68.1%+5.0pp |
| Annual return | 10.08% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,333 | $2,318-42.5% | $2,954-54.9% | $2,551-47.7% |
| Participant deferral / active EE | $4,247 | $4,224+0.5% | $5,098-16.7% | $4,139+2.6% |
| Admin fee / account holder | $7,126 | $9,013-20.9% | $12,098-41.1% | $7,234-1.5% |