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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 | $109,400 | $72,272+51.4% | $101,264+8.0% | $79,858+37.0% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 9.14% | 22.30%-13.2pp | 46.48%-37.3pp | 31.72%-22.6pp |
| Employer contribution / active EE | $1,619 | $2,692-39.9% | $3,660-55.8% | $2,471-34.5% |
| Participant deferral / active EE | $6,188 | $3,282+88.6% | $4,370+41.6% | $3,740+65.5% |
| Admin fee / account holder | $2,506 | $4,401-43.0% | $5,947-57.9% | $5,306-52.8% |