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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 | $114,602 | $81,446+40.7% | $103,374+10.9% | $80,874+41.7% |
| Participation rate | 81.5% | 66.9%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 9.56% | 25.57%-16.0pp | 24.89%-15.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,158 | $3,107-62.7% | $3,869-70.1% | $2,756-58.0% |
| Participant deferral / active EE | $4,067 | $3,870+5.1% | $5,058-19.6% | $4,297-5.3% |
| Admin fee / account holder | $368 | $6,715-94.5% | $8,394-95.6% | $6,935-94.7% |