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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 | $133,151 | $115,931+14.9% | $185,441-28.2% | $86,983+53.1% |
| Participation rate | 85.2% | 73.6%+11.6pp | 80.3%+5.0pp | 69.5%+15.7pp |
| Annual return | 5.48% | 21.47%-16.0pp | 20.16%-14.7pp | 25.83%-20.4pp |
| Employer contribution / active EE | $2,988 | $2,937+1.7% | $4,672-36.0% | $2,584+15.6% |
| Participant deferral / active EE | $7,431 | $4,551+63.3% | $6,152+20.8% | $4,194+77.2% |
| Admin fee / account holder | $1,514 | $10,687-85.8% | $17,890-91.5% | $7,856-80.7% |