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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 | $95,404+29.9% | $113,397+9.3% | $82,637+49.9% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.5%-4.1pp | 68.1%+4.4pp |
| Annual return | 10.93% | 19.08%-8.1pp | 23.20%-12.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $2,200 | $2,307-4.6% | $2,977-26.1% | $2,552-13.8% |
| Participant deferral / active EE | $3,639 | $4,220-13.8% | $5,076-28.3% | $4,126-11.8% |
| Admin fee / account holder | $7,512 | $9,168-18.1% | $11,957-37.2% | $7,339+2.4% |