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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 | $153,198 | $97,550+57.0% | $120,344+27.3% | $87,485+75.1% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.7%+13.9pp | 68.9%+21.7pp |
| Annual return | 8.09% | 18.41%-10.3pp | 20.30%-12.2pp | 26.06%-18.0pp |
| Employer contribution / active EE | $6,529 | $2,291+185.0% | $3,020+116.2% | $2,596+151.5% |
| Participant deferral / active EE | $3,726 | $4,230-11.9% | $5,135-27.4% | $4,274-12.8% |
| Admin fee / account holder | $14,750 | $9,543+54.6% | $12,742+15.8% | $7,775+89.7% |