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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 | $97,517 | $95,453+2.2% | $112,040-13.0% | $82,448+18.3% |
| Participation rate | 70.2% | 72.8%-2.5pp | 76.5%-6.3pp | 68.1%+2.2pp |
| Annual return | 11.61% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,220 | $2,318-47.4% | $2,954-58.7% | $2,551-52.2% |
| Participant deferral / active EE | $2,910 | $4,224-31.1% | $5,098-42.9% | $4,139-29.7% |
| Admin fee / account holder | $8,615 | $9,013-4.4% | $12,098-28.8% | $7,234+19.1% |