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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 | $137,645 | $138,386-0.5% | $184,260-25.3% | $80,935+70.1% |
| Participation rate | 71.1% | 83.9%-12.8pp | 86.8%-15.8pp | 67.7%+3.4pp |
| Annual return | 10.36% | 20.02%-9.7pp | 28.84%-18.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,828 | $4,851-62.3% | $6,427-71.6% | $2,757-33.7% |
| Participant deferral / active EE | $6,560 | $7,076-7.3% | $9,133-28.2% | $4,299+52.6% |
| Admin fee / account holder | $721 | $10,489-93.1% | $13,898-94.8% | $6,924-89.6% |