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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 | $106,749-10.9% | $145,433-34.6% | $82,448+15.4% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 14.02% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,420 | $3,444-29.7% | $4,554-46.9% | $2,551-5.1% |
| Participant deferral / active EE | $7,496 | $6,519+15.0% | $7,897-5.1% | $4,139+81.1% |
| Admin fee / account holder | $3,945 | $8,390-53.0% | $13,129-70.0% | $7,234-45.5% |