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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 | $95,140 | $106,524-10.7% | $152,301-37.5% | $87,485+8.8% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.4%-11.0pp | 68.9%+2.5pp |
| Annual return | 14.02% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,420 | $3,371-28.2% | $4,624-47.7% | $2,596-6.8% |
| Participant deferral / active EE | $7,496 | $6,525+14.9% | $8,004-6.3% | $4,274+75.4% |
| Admin fee / account holder | $3,945 | $8,287-52.4% | $14,398-72.6% | $7,775-49.3% |