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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 | $145,414 | $75,720+92.0% | $90,312+61.0% | $86,983+67.2% |
| Participation rate | 71.0% | 66.3%+4.7pp | 72.9%-1.9pp | 69.5%+1.4pp |
| Annual return | 10.32% | 18.55%-8.2pp | 18.90%-8.6pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,648 | $1,945-15.3% | $2,243-26.5% | $2,584-36.2% |
| Participant deferral / active EE | $3,625 | $3,001+20.8% | $3,749-3.3% | $4,194-13.6% |
| Admin fee / account holder | $8,585 | $6,201+38.4% | $8,248+4.1% | $7,856+9.3% |