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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 | $122,217 | $78,015+56.7% | $178,505-31.5% | $80,959+51.0% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.7%+5.4pp |
| Annual return | 7.79% | 18.10%-10.3pp | 27.16%-19.4pp | 35.67%-27.9pp |
| Employer contribution / active EE | $5,096 | $2,281+123.4% | $3,955+28.8% | $2,757+84.8% |
| Participant deferral / active EE | $10,436 | $4,406+136.9% | $6,280+66.2% | $4,300+142.7% |
| Admin fee / account holder | $5,024 | $7,160-29.8% | $10,428-51.8% | $6,925-27.5% |