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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 | $97,550+120.3% | $120,344+78.6% | $87,485+145.7% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.7%-3.6pp | 68.9%+4.1pp |
| Annual return | 10.08% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,333 | $2,291-41.8% | $3,020-55.9% | $2,596-48.7% |
| Participant deferral / active EE | $4,247 | $4,230+0.4% | $5,135-17.3% | $4,274-0.6% |
| Admin fee / account holder | $7,126 | $9,543-25.3% | $12,742-44.1% | $7,775-8.3% |