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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 | $106,524-20.7% | $152,301-44.5% | $87,485-3.4% |
| Participation rate | 86.1% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 13.52% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,346 | $3,371-30.4% | $4,624-49.3% | $2,596-9.7% |
| Participant deferral / active EE | $7,150 | $6,525+9.6% | $8,004-10.7% | $4,274+67.3% |
| Admin fee / account holder | $12,755 | $8,287+53.9% | $14,398-11.4% | $7,775+64.1% |