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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 | $79,661 | $106,749-25.4% | $145,433-45.2% | $82,448-3.4% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 12.08% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,681 | $3,444-22.2% | $4,554-41.1% | $2,551+5.1% |
| Participant deferral / active EE | $7,595 | $6,519+16.5% | $7,897-3.8% | $4,139+83.5% |
| Admin fee / account holder | $10,803 | $8,390+28.8% | $13,129-17.7% | $7,234+49.3% |