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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 | $138,518 | $69,444+99.5% | $92,985+49.0% | $87,485+58.3% |
| Participation rate | 71.1% | 63.3%+7.8pp | 69.5%+1.6pp | 68.9%+2.1pp |
| Annual return | 10.09% | 23.85%-13.8pp | 27.99%-17.9pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,144 | $1,917+11.8% | $2,662-19.5% | $2,596-17.4% |
| Participant deferral / active EE | $3,300 | $3,364-1.9% | $4,377-24.6% | $4,274-22.8% |
| Admin fee / account holder | $14,845 | $6,137+141.9% | $9,463+56.9% | $7,775+90.9% |