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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 | $122,782 | $86,949+41.2% | $102,460+19.8% | $80,959+51.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.45% | 18.89%-11.4pp | 29.47%-22.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $6,428 | $2,370+171.3% | $3,025+112.5% | $2,757+133.1% |
| Participant deferral / active EE | $2,909 | $4,121-29.4% | $5,056-42.5% | $4,300-32.4% |
| Admin fee / account holder | $3,857 | $8,048-52.1% | $9,460-59.2% | $6,925-44.3% |