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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 | $128,433 | $86,940+47.7% | $102,434+25.4% | $80,935+58.7% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 7.56% | 18.89%-11.3pp | 29.46%-21.9pp | 35.66%-28.1pp |
| Employer contribution / active EE | $1,564 | $2,370-34.0% | $3,023-48.3% | $2,757-43.3% |
| Participant deferral / active EE | $4,518 | $4,121+9.6% | $5,055-10.6% | $4,299+5.1% |
| Admin fee / account holder | $9,473 | $8,047+17.7% | $9,462+0.1% | $6,924+36.8% |