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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 | $96,833 | $72,471+33.6% | $94,215+2.8% | $86,983+11.3% |
| Participation rate | 94.1% | 63.9%+30.3pp | 70.0%+24.2pp | 69.5%+24.6pp |
| Annual return | 10.85% | 26.44%-15.6pp | 28.22%-17.4pp | 25.83%-15.0pp |
| Employer contribution / active EE | $1,195 | $1,936-38.3% | $2,675-55.3% | $2,584-53.8% |
| Participant deferral / active EE | $6,035 | $3,397+77.7% | $4,276+41.1% | $4,194+43.9% |
| Admin fee / account holder | $1,712 | $6,468-73.5% | $10,216-83.2% | $7,856-78.2% |