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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 | $95,453+11.6% | $112,040-4.9% | $82,448+29.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 10.30% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,868 | $2,318-19.4% | $2,954-36.7% | $2,551-26.8% |
| Participant deferral / active EE | $2,249 | $4,224-46.8% | $5,098-55.9% | $4,139-45.7% |
| Admin fee / account holder | $12,120 | $9,013+34.5% | $12,098+0.2% | $7,234+67.5% |