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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 | $117,245 | $87,166+34.5% | $76,735+52.8% | $137,256-14.6% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 4.48% | 26.50%-22.0pp | 29.77%-25.3pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,535 | $2,904-12.7% | $2,454+3.3% | $4,156-39.0% |
| Participant deferral / active EE | $1,612 | $4,726-65.9% | $4,088-60.6% | $6,407-74.8% |
| Admin fee / account holder | $933 | $8,403-88.9% | $7,189-87.0% | $12,270-92.4% |