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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 | $135,209 | $138,386-2.3% | $184,260-26.6% | $80,935+67.1% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.7%+19.0pp |
| Annual return | 9.41% | 20.02%-10.6pp | 28.84%-19.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,468 | $4,851-49.1% | $6,427-61.6% | $2,757-10.5% |
| Participant deferral / active EE | $5,256 | $7,076-25.7% | $9,133-42.4% | $4,299+22.3% |
| Admin fee / account holder | $7,578 | $10,489-27.8% | $13,898-45.5% | $6,924+9.4% |