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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 | $105,699 | $57,065+85.2% | $75,670+39.7% | $70,131+50.7% |
| Participation rate | 71.4% | 68.1%+3.3pp | 72.3%-0.9pp | 69.5%+1.9pp |
| Annual return | 10.45% | 23.57%-13.1pp | 27.34%-16.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,395 | $1,817+31.8% | $2,352+1.8% | $2,342+2.2% |
| Participant deferral / active EE | $6,000 | $2,580+132.6% | $3,142+90.9% | $3,332+80.1% |
| Admin fee / account holder | $3,898 | $3,825+1.9% | $5,800-32.8% | $4,645-16.1% |