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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 | $84,522 | $106,749-20.8% | $145,433-41.9% | $82,448+2.5% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 13.52% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,346 | $3,444-31.9% | $4,554-48.5% | $2,551-8.1% |
| Participant deferral / active EE | $7,150 | $6,519+9.7% | $7,897-9.5% | $4,139+72.7% |
| Admin fee / account holder | $12,755 | $8,390+52.0% | $13,129-2.8% | $7,234+76.3% |