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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 | $99,221 | $81,476+21.8% | $102,383-3.1% | $80,925+22.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 8.52% | 25.59%-17.1pp | 24.94%-16.4pp | 35.65%-27.1pp |
| Employer contribution / active EE | $3,664 | $3,105+18.0% | $3,870-5.3% | $2,756+32.9% |
| Participant deferral / active EE | $7,242 | $3,871+87.1% | $5,060+43.1% | $4,299+68.5% |
| Admin fee / account holder | $1,865 | $6,717-72.2% | $8,391-77.8% | $6,940-73.1% |