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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 | $106,536 | $100,194+6.3% | $122,979-13.4% | $86,983+22.5% |
| Participation rate | 84.0% | 73.0%+11.0pp | 77.2%+6.8pp | 69.5%+14.5pp |
| Annual return | 10.30% | 16.47%-6.2pp | 20.12%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,868 | $2,326-19.7% | $3,062-39.0% | $2,584-27.7% |
| Participant deferral / active EE | $2,249 | $4,133-45.6% | $5,003-55.0% | $4,194-46.4% |
| Admin fee / account holder | $12,120 | $10,148+19.4% | $12,864-5.8% | $7,856+54.3% |