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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 | $105,886 | $100,194+5.7% | $122,979-13.9% | $86,983+21.7% |
| Participation rate | 91.2% | 73.0%+18.2pp | 77.2%+14.0pp | 69.5%+21.6pp |
| Annual return | 7.01% | 16.47%-9.5pp | 20.12%-13.1pp | 25.83%-18.8pp |
| Employer contribution / active EE | $4,422 | $2,326+90.2% | $3,062+44.4% | $2,584+71.1% |
| Participant deferral / active EE | $2,758 | $4,133-33.3% | $5,003-44.9% | $4,194-34.2% |
| Admin fee / account holder | $45,246 | $10,148+345.9% | $12,864+251.7% | $7,856+475.9% |