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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 | $102,450 | $67,602+51.5% | $82,312+24.5% | $70,126+46.1% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 10.41% | 21.57%-11.2pp | 25.88%-15.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $3,307 | $1,755+88.4% | $2,428+36.2% | $2,343+41.2% |
| Participant deferral / active EE | $1,850 | $2,987-38.1% | $3,706-50.1% | $3,332-44.5% |
| Admin fee / account holder | $1,040 | $4,512-76.9% | $5,608-81.5% | $4,645-77.6% |