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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 | $86,103 | $63,365+35.9% | $91,994-6.4% | $72,975+18.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 5.90% | 35.35%-29.5pp | 69.04%-63.1pp | 81.01%-75.1pp |
| Employer contribution / active EE | $3,126 | $2,116+47.8% | $3,453-9.5% | $2,440+28.1% |
| Participant deferral / active EE | $5,753 | $4,883+17.8% | $5,924-2.9% | $3,608+59.5% |
| Admin fee / account holder | $1,772 | $4,670-62.0% | $7,744-77.1% | $5,124-65.4% |