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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 | $123,513 | $97,550+26.6% | $120,344+2.6% | $87,485+41.2% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.7%+1.1pp | 68.9%+8.8pp |
| Annual return | 10.44% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,970 | $2,291-14.0% | $3,020-34.8% | $2,596-24.1% |
| Participant deferral / active EE | $8,109 | $4,230+91.7% | $5,135+57.9% | $4,274+89.8% |
| Admin fee / account holder | $22,443 | $9,543+135.2% | $12,742+76.1% | $7,775+188.7% |