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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 | $123,902 | $95,453+29.8% | $112,040+10.6% | $82,448+50.3% |
| Participation rate | 72.4% | 72.8%-0.3pp | 76.5%-4.1pp | 68.1%+4.3pp |
| Annual return | 10.93% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,200 | $2,318-5.1% | $2,954-25.5% | $2,551-13.8% |
| Participant deferral / active EE | $3,639 | $4,224-13.8% | $5,098-28.6% | $4,139-12.1% |
| Admin fee / account holder | $7,512 | $9,013-16.7% | $12,098-37.9% | $7,234+3.8% |