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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 | $125,953 | $54,541+130.9% | $78,778+59.9% | $70,126+79.6% |
| Participation rate | 91.3% | 60.8%+30.5pp | 69.2%+22.1pp | 69.5%+21.8pp |
| Annual return | 10.49% | 21.07%-10.6pp | 35.62%-25.1pp | 73.15%-62.7pp |
| Employer contribution / active EE | $2,063 | $1,089+89.5% | $1,986+3.9% | $2,343-11.9% |
| Participant deferral / active EE | $6,807 | $2,210+208.0% | $2,958+130.1% | $3,332+104.3% |
| Admin fee / account holder | $6,822 | $3,709+83.9% | $5,134+32.9% | $4,645+46.8% |