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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 | $227,269 | $107,733+111.0% | $92,985+144.4% | $154,746+46.9% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 5.25% | 30.39%-25.1pp | 27.99%-22.7pp | 172.34%-167.1pp |
| Employer contribution / active EE | $2,877 | $3,126-8.0% | $2,662+8.1% | $4,379-34.3% |
| Participant deferral / active EE | $13,764 | $5,053+172.4% | $4,377+214.5% | $6,730+104.5% |
| Admin fee / account holder | $6,078 | $11,369-46.5% | $9,463-35.8% | $14,365-57.7% |