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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 | $87,626 | $72,492+20.9% | $87,104+0.6% | $72,975+20.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.84% | 24.46%-10.6pp | 28.19%-14.3pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,640 | $1,894-13.4% | $2,521-34.9% | $2,440-32.8% |
| Participant deferral / active EE | $3,547 | $3,270+8.5% | $4,048-12.4% | $3,608-1.7% |
| Admin fee / account holder | $3,838 | $5,055-24.1% | $7,491-48.8% | $5,124-25.1% |