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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 | $83,061+65.5% | $126,068+9.0% | $94,015+46.2% |
| Participation rate | 95.7% | 81.2%+14.6pp | 84.7%+11.0pp | 70.8%+24.9pp |
| Annual return | 12.35% | 20.41%-8.1pp | 15.01%-2.7pp | 17.84%-5.5pp |
| Employer contribution / active EE | $3,284 | $2,864+14.7% | $3,968-17.2% | $2,790+17.7% |
| Participant deferral / active EE | $7,591 | $7,042+7.8% | $8,214-7.6% | $4,249+78.6% |
| Admin fee / account holder | $29,061 | $7,208+303.1% | $18,264+59.1% | $8,951+224.7% |