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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 | $176,693 | $115,931+52.4% | $185,441-4.7% | $86,983+103.1% |
| Participation rate | 93.3% | 73.6%+19.7pp | 80.3%+13.1pp | 69.5%+23.8pp |
| Annual return | 7.00% | 21.47%-14.5pp | 20.16%-13.2pp | 25.83%-18.8pp |
| Employer contribution / active EE | $5,850 | $2,937+99.2% | $4,672+25.2% | $2,584+126.3% |
| Participant deferral / active EE | $3,585 | $4,551-21.2% | $6,152-41.7% | $4,194-14.5% |
| Admin fee / account holder | $11,872 | $10,687+11.1% | $17,890-33.6% | $7,856+51.1% |