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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 | $156,435 | $73,787+112.0% | $98,716+58.5% | $82,448+89.7% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 11.28% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,447 | $1,511+61.9% | $2,279+7.4% | $2,551-4.1% |
| Participant deferral / active EE | $6,970 | $3,081+126.2% | $4,048+72.2% | $4,139+68.4% |
| Admin fee / account holder | $20,020 | $6,500+208.0% | $8,703+130.0% | $7,234+176.7% |