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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 | $95,453+29.4% | $112,040+10.2% | $82,448+49.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 10.44% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,970 | $2,318-15.0% | $2,954-33.3% | $2,551-22.8% |
| Participant deferral / active EE | $8,109 | $4,224+92.0% | $5,098+59.1% | $4,139+95.9% |
| Admin fee / account holder | $22,443 | $9,013+149.0% | $12,098+85.5% | $7,234+210.2% |