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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 | $114,764 | $106,749+7.5% | $145,433-21.1% | $82,448+39.2% |
| Participation rate | 82.2% | 75.6%+6.6pp | 82.1%+0.1pp | 68.1%+14.2pp |
| Annual return | 9.95% | 27.59%-17.6pp | 66.58%-56.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,650 | $3,444-23.1% | $4,554-41.8% | $2,551+3.9% |
| Participant deferral / active EE | $6,626 | $6,519+1.6% | $7,897-16.1% | $4,139+60.1% |
| Admin fee / account holder | $2,124 | $8,390-74.7% | $13,129-83.8% | $7,234-70.6% |