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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 | $129,585 | $106,749+21.4% | $145,433-10.9% | $82,448+57.2% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 13.18% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,921 | $3,444-44.2% | $4,554-57.8% | $2,551-24.7% |
| Participant deferral / active EE | $5,359 | $6,519-17.8% | $7,897-32.1% | $4,139+29.5% |
| Admin fee / account holder | $5,645 | $8,390-32.7% | $13,129-57.0% | $7,234-22.0% |