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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 | $112,498 | $106,524+5.6% | $152,301-26.1% | $87,485+28.6% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.4%+2.9pp | 68.9%+16.4pp |
| Annual return | 12.16% | 26.89%-14.7pp | 80.50%-68.3pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,175 | $3,371-65.1% | $4,624-74.6% | $2,596-54.7% |
| Participant deferral / active EE | $5,715 | $6,525-12.4% | $8,004-28.6% | $4,274+33.7% |
| Admin fee / account holder | $5,647 | $8,287-31.8% | $14,398-60.8% | $7,775-27.4% |