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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 | $86,919+47.8% | $102,457+25.4% | $80,911+58.7% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 7.56% | 18.90%-11.3pp | 29.41%-21.8pp | 35.63%-28.1pp |
| Employer contribution / active EE | $1,564 | $2,368-33.9% | $3,022-48.2% | $2,756-43.2% |
| Participant deferral / active EE | $4,518 | $4,119+9.7% | $5,054-10.6% | $4,297+5.1% |
| Admin fee / account holder | $9,473 | $8,049+17.7% | $9,451+0.2% | $6,935+36.6% |