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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 | $96,042 | $123,793-22.4% | $177,840-46.0% | $79,852+20.3% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 3.86% | 22.82%-19.0pp | 48.32%-44.5pp | 31.72%-27.9pp |
| Employer contribution / active EE | $3,776 | $4,095-7.8% | $5,919-36.2% | $2,471+52.8% |
| Participant deferral / active EE | $3,187 | $5,956-46.5% | $7,714-58.7% | $3,740-14.8% |
| Admin fee / account holder | $5,921 | $7,243-18.3% | $12,431-52.4% | $5,306+11.6% |