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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 | $72,471+91.1% | $94,215+47.0% | $86,983+59.2% |
| Participation rate | 71.1% | 63.9%+7.2pp | 70.0%+1.1pp | 69.5%+1.5pp |
| Annual return | 10.09% | 26.44%-16.4pp | 28.22%-18.1pp | 25.83%-15.7pp |
| Employer contribution / active EE | $2,144 | $1,936+10.7% | $2,675-19.9% | $2,584-17.0% |
| Participant deferral / active EE | $3,300 | $3,397-2.8% | $4,276-22.8% | $4,194-21.3% |
| Admin fee / account holder | $14,845 | $6,468+129.5% | $10,216+45.3% | $7,856+89.0% |