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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 | $89,322 | $80,992+10.3% | $96,534-7.5% | $75,173+18.8% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 7.56% | 27.05%-19.5pp | 25.88%-18.3pp | 160.72%-153.2pp |
| Employer contribution / active EE | $1,558 | $2,283-31.7% | $2,965-47.5% | $2,671-41.7% |
| Participant deferral / active EE | $3,242 | $3,929-17.5% | $4,851-33.2% | $4,126-21.4% |
| Admin fee / account holder | $17,790 | $6,717+164.9% | $8,253+115.6% | $5,651+214.8% |