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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 | $160,579 | $101,798+57.7% | $165,071-2.7% | $80,935+98.4% |
| Participation rate | 89.3% | 71.8%+17.5pp | 78.6%+10.7pp | 67.7%+21.6pp |
| Annual return | 9.50% | 16.73%-7.2pp | 70.17%-60.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,828 | $2,954-4.3% | $4,347-34.9% | $2,757+2.6% |
| Participant deferral / active EE | $6,588 | $4,476+47.2% | $6,035+9.2% | $4,299+53.2% |
| Admin fee / account holder | $15,463 | $8,221+88.1% | $12,695+21.8% | $6,924+123.3% |