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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 | $193,431 | $108,825+77.7% | $156,181+23.9% | $82,448+134.6% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 10.97% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,427 | $2,870-15.4% | $4,294-43.5% | $2,551-4.9% |
| Participant deferral / active EE | $7,224 | $4,577+57.8% | $6,132+17.8% | $4,139+74.5% |
| Admin fee / account holder | $1,129 | $9,341-87.9% | $14,586-92.3% | $7,234-84.4% |