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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 | $137,447 | $78,520+75.0% | $96,576+42.3% | $82,448+66.7% |
| Participation rate | 95.7% | 77.7%+18.0pp | 81.4%+14.3pp | 68.1%+27.7pp |
| Annual return | 12.35% | 41.30%-29.0pp | 38.47%-26.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,284 | $2,630+24.9% | $3,553-7.6% | $2,551+28.7% |
| Participant deferral / active EE | $7,591 | $6,754+12.4% | $7,956-4.6% | $4,139+83.4% |
| Admin fee / account holder | $29,061 | $13,455+116.0% | $11,381+155.3% | $7,234+301.7% |