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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 | $93,567 | $106,864-12.4% | $147,318-36.5% | $82,637+13.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 13.80% | 27.49%-13.7pp | 70.43%-56.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $9,375 | $3,417+174.4% | $4,593+104.1% | $2,552+267.3% |
| Participant deferral / active EE | $3,048 | $6,496-53.1% | $7,906-61.4% | $4,126-26.1% |
| Admin fee / account holder | $7,064 | $8,415-16.1% | $13,708-48.5% | $7,339-3.7% |