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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 | $106,864+21.3% | $147,318-12.0% | $82,637+56.8% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 13.18% | 27.49%-14.3pp | 70.43%-57.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,921 | $3,417-43.8% | $4,593-58.2% | $2,552-24.7% |
| Participant deferral / active EE | $5,359 | $6,496-17.5% | $7,906-32.2% | $4,126+29.9% |
| Admin fee / account holder | $5,645 | $8,415-32.9% | $13,708-58.8% | $7,339-23.1% |