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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 | $147,410 | $84,953+73.5% | $163,379-9.8% | $82,637+78.4% |
| Participation rate | 74.1% | 65.9%+8.1pp | 76.8%-2.7pp | 68.1%+6.0pp |
| Annual return | 12.98% | 23.07%-10.1pp | 63.41%-50.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2,708 | $2,183+24.1% | $3,752-27.8% | $2,552+6.1% |
| Participant deferral / active EE | $7,399 | $4,326+71.0% | $6,282+17.8% | $4,126+79.3% |
| Admin fee / account holder | $7,487 | $7,921-5.5% | $9,818-23.7% | $7,339+2.0% |