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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 | $92,283 | $106,524-13.4% | $152,301-39.4% | $87,485+5.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 12.25% | 26.89%-14.6pp | 80.50%-68.2pp | 26.06%-13.8pp |
| Employer contribution / active EE | $735 | $3,371-78.2% | $4,624-84.1% | $2,596-71.7% |
| Participant deferral / active EE | $8,052 | $6,525+23.4% | $8,004+0.6% | $4,274+88.4% |
| Admin fee / account holder | $1,221 | $8,287-85.3% | $14,398-91.5% | $7,775-84.3% |