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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 | $133,790 | $97,550+37.1% | $120,344+11.2% | $87,485+52.9% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.7%+13.9pp | 68.9%+21.7pp |
| Annual return | 11.78% | 18.41%-6.6pp | 20.30%-8.5pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,847 | $2,291-19.4% | $3,020-38.8% | $2,596-28.8% |
| Participant deferral / active EE | $7,200 | $4,230+70.2% | $5,135+40.2% | $4,274+68.5% |
| Admin fee / account holder | $1,905 | $9,543-80.0% | $12,742-85.1% | $7,775-75.5% |