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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 | $106,374 | $57,057+86.4% | $85,009+25.1% | $80,874+31.5% |
| Participation rate | 84.8% | 56.4%+28.5pp | 67.5%+17.3pp | 67.6%+17.2pp |
| Annual return | 10.43% | 21.66%-11.2pp | 66.47%-56.0pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,703 | $1,799+50.3% | $2,728-0.9% | $2,756-1.9% |
| Participant deferral / active EE | $3,886 | $3,112+24.9% | $4,522-14.1% | $4,297-9.6% |
| Admin fee / account holder | $9,317 | $4,986+86.9% | $6,153+51.4% | $6,935+34.3% |