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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 | $159,440 | $72,269+120.6% | $101,271+57.4% | $79,852+99.7% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 8.87% | 22.29%-13.4pp | 46.48%-37.6pp | 31.72%-22.8pp |
| Employer contribution / active EE | $2,696 | $2,692+0.2% | $3,660-26.3% | $2,471+9.1% |
| Participant deferral / active EE | $4,819 | $3,282+46.9% | $4,371+10.3% | $3,740+28.8% |
| Admin fee / account holder | $1,156 | $4,401-73.7% | $5,948-80.6% | $5,306-78.2% |