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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 | $94,519 | $67,602+39.8% | $82,312+14.8% | $70,126+34.8% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 9.21% | 21.57%-12.4pp | 25.88%-16.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $2,559 | $1,755+45.8% | $2,428+5.4% | $2,343+9.3% |
| Participant deferral / active EE | $4,848 | $2,987+62.3% | $3,706+30.8% | $3,332+45.5% |
| Admin fee / account holder | $1,259 | $4,512-72.1% | $5,608-77.5% | $4,645-72.9% |