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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 | $129,807 | $81,504+59.3% | $102,437+26.7% | $80,959+60.3% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 7.77% | 25.60%-17.8pp | 24.95%-17.2pp | 35.67%-27.9pp |
| Employer contribution / active EE | $14,790 | $3,104+376.6% | $3,871+282.1% | $2,757+436.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,140 | $6,719+36.0% | $8,388+9.0% | $6,925+32.0% |