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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 | $136,642 | $95,404+43.2% | $113,397+20.5% | $82,637+65.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 9.74% | 19.08%-9.3pp | 23.20%-13.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,182 | $2,307-48.8% | $2,977-60.3% | $2,552-53.7% |
| Participant deferral / active EE | $9,074 | $4,220+115.0% | $5,076+78.8% | $4,126+119.9% |
| Admin fee / account holder | $1,841 | $9,168-79.9% | $11,957-84.6% | $7,339-74.9% |