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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 | $115,931+13.1% | $185,441-29.3% | $86,983+50.7% |
| Participation rate | 74.3% | 73.6%+0.7pp | 80.3%-6.0pp | 69.5%+4.7pp |
| Annual return | 8.10% | 21.47%-13.4pp | 20.16%-12.1pp | 25.83%-17.7pp |
| Employer contribution / active EE | $2,380 | $2,937-19.0% | $4,672-49.1% | $2,584-7.9% |
| Participant deferral / active EE | $6,060 | $4,551+33.2% | $6,152-1.5% | $4,194+44.5% |
| Admin fee / account holder | $4,448 | $10,687-58.4% | $17,890-75.1% | $7,856-43.4% |