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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 | $136,905 | $81,446+68.1% | $103,374+32.4% | $80,874+69.3% |
| Participation rate | 71.4% | 66.9%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 9.98% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $3,599 | $3,107+15.8% | $3,869-7.0% | $2,756+30.6% |
| Participant deferral / active EE | $6,753 | $3,870+74.5% | $5,058+33.5% | $4,297+57.1% |
| Admin fee / account holder | $7,176 | $6,715+6.9% | $8,394-14.5% | $6,935+3.5% |