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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 | $167,956 | $106,749+57.3% | $145,433+15.5% | $82,448+103.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 12.75% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,067 | $3,444-11.0% | $4,554-32.7% | $2,551+20.2% |
| Participant deferral / active EE | $7,937 | $6,519+21.8% | $7,897+0.5% | $4,139+91.8% |
| Admin fee / account holder | $5,491 | $8,390-34.6% | $13,129-58.2% | $7,234-24.1% |