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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 | $128,278 | $101,778+26.0% | $164,975-22.2% | $80,925+58.5% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.7%+14.4pp |
| Annual return | 8.79% | 16.73%-7.9pp | 70.12%-61.3pp | 35.65%-26.9pp |
| Employer contribution / active EE | $1,443 | $2,954-51.2% | $4,343-66.8% | $2,756-47.7% |
| Participant deferral / active EE | $6,799 | $4,477+51.9% | $6,033+12.7% | $4,299+58.2% |
| Admin fee / account holder | $3,024 | $8,221-63.2% | $12,688-76.2% | $6,940-56.4% |