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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 | $163,828 | $72,607+125.6% | $90,259+81.5% | $87,485+87.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 7.08% | 18.59%-11.5pp | 18.88%-11.8pp | 26.06%-19.0pp |
| Employer contribution / active EE | $6,414 | $1,919+234.1% | $2,291+179.9% | $2,596+147.0% |
| Participant deferral / active EE | $7,259 | $3,055+137.6% | $3,827+89.7% | $4,274+69.9% |
| Admin fee / account holder | $2,161 | $5,947-63.7% | $7,267-70.3% | $7,775-72.2% |