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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 | $113,984 | $95,453+19.4% | $112,040+1.7% | $82,448+38.3% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 7.47% | 23.92%-16.4pp | 24.52%-17.0pp | 41.64%-34.2pp |
| Employer contribution / active EE | $2,553 | $2,318+10.1% | $2,954-13.6% | $2,551+0.1% |
| Participant deferral / active EE | $3,436 | $4,224-18.7% | $5,098-32.6% | $4,139-17.0% |
| Admin fee / account holder | $1,877 | $9,013-79.2% | $12,098-84.5% | $7,234-74.1% |