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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 | $101,230 | $83,485+21.3% | $125,180-19.1% | $72,983+38.7% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.5%+28.0pp |
| Annual return | 3.48% | 25.78%-22.3pp | 43.79%-40.3pp | 81.01%-77.5pp |
| Employer contribution / active EE | $6,751 | $2,346+187.8% | $3,866+74.6% | $2,440+176.7% |
| Participant deferral / active EE | $6,228 | $3,586+73.7% | $4,937+26.1% | $3,608+72.6% |
| Admin fee / account holder | $702 | $5,518-87.3% | $9,703-92.8% | $5,124-86.3% |