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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 | $93,415 | $94,031-0.7% | $115,768-19.3% | $82,448+13.3% |
| Participation rate | 88.6% | 70.4%+18.2pp | 74.4%+14.2pp | 68.1%+20.6pp |
| Annual return | 8.31% | 20.61%-12.3pp | 100.46%-92.1pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,452 | $2,323-37.5% | $2,940-50.6% | $2,551-43.1% |
| Participant deferral / active EE | $2,874 | $3,972-27.6% | $4,917-41.6% | $4,139-30.6% |
| Admin fee / account holder | $1,342 | $10,249-86.9% | $12,439-89.2% | $7,234-81.4% |