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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 | $99,351 | $75,541+31.5% | $152,093-34.7% | $82,637+20.2% |
| Participation rate | 81.3% | 66.5%+14.7pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 12.42% | 32.56%-20.1pp | 66.36%-53.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,444 | $2,622-44.9% | $4,175-65.4% | $2,552-43.4% |
| Participant deferral / active EE | $2,997 | $3,206-6.5% | $5,451-45.0% | $4,126-27.4% |
| Admin fee / account holder | $13,581 | $6,405+112.1% | $14,497-6.3% | $7,339+85.1% |