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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 | $131,105 | $110,137+19.0% | $161,149-18.6% | $82,637+58.7% |
| Participation rate | 74.3% | 72.4%+1.9pp | 78.8%-4.6pp | 68.1%+6.2pp |
| Annual return | 8.10% | 20.69%-12.6pp | 21.16%-13.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $2,380 | $2,856-16.7% | $4,360-45.4% | $2,552-6.8% |
| Participant deferral / active EE | $6,060 | $4,575+32.5% | $6,153-1.5% | $4,126+46.9% |
| Admin fee / account holder | $4,448 | $9,467-53.0% | $15,194-70.7% | $7,339-39.4% |