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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 | $81,238 | $106,749-23.9% | $145,433-44.1% | $82,448-1.5% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 14.08% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,471 | $3,444-28.3% | $4,554-45.8% | $2,551-3.1% |
| Participant deferral / active EE | $6,735 | $6,519+3.3% | $7,897-14.7% | $4,139+62.7% |
| Admin fee / account holder | $10,400 | $8,390+24.0% | $13,129-20.8% | $7,234+43.8% |