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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 | $102,772 | $106,524-3.5% | $152,301-32.5% | $87,485+17.5% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.4%-6.4pp | 68.9%+7.2pp |
| Annual return | 13.18% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $632 | $3,371-81.2% | $4,624-86.3% | $2,596-75.7% |
| Participant deferral / active EE | $6,332 | $6,525-3.0% | $8,004-20.9% | $4,274+48.2% |
| Admin fee / account holder | $11,523 | $8,287+39.1% | $14,398-20.0% | $7,775+48.2% |