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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 | $126,376 | $95,453+32.4% | $112,040+12.8% | $82,448+53.3% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 10.55% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,885 | $2,318-18.7% | $2,954-36.2% | $2,551-26.1% |
| Participant deferral / active EE | $5,790 | $4,224+37.1% | $5,098+13.6% | $4,139+39.9% |
| Admin fee / account holder | $10,062 | $9,013+11.6% | $12,098-16.8% | $7,234+39.1% |