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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 | $91,755 | $77,574+18.3% | $108,753-15.6% | $86,983+5.5% |
| Participation rate | 80.9% | 62.3%+18.6pp | 71.1%+9.8pp | 69.5%+11.3pp |
| Annual return | 11.09% | 18.42%-7.3pp | 37.47%-26.4pp | 25.83%-14.7pp |
| Employer contribution / active EE | $2,255 | $1,611+40.0% | $2,427-7.1% | $2,584-12.8% |
| Participant deferral / active EE | $8,239 | $3,128+163.4% | $4,115+100.2% | $4,194+96.4% |
| Admin fee / account holder | $2,474 | $6,529-62.1% | $10,320-76.0% | $7,856-68.5% |