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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 | $104,581 | $106,864-2.1% | $147,318-29.0% | $82,637+26.6% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.1%-9.7pp | 68.1%+4.4pp |
| Annual return | 13.57% | 27.49%-13.9pp | 70.43%-56.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,235 | $3,417-34.6% | $4,593-51.3% | $2,552-12.4% |
| Participant deferral / active EE | $4,405 | $6,496-32.2% | $7,906-44.3% | $4,126+6.8% |
| Admin fee / account holder | $5,384 | $8,415-36.0% | $13,708-60.7% | $7,339-26.6% |