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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 | $89,374 | $57,590+55.2% | $86,233+3.6% | $82,448+8.4% |
| Participation rate | 82.9% | 57.9%+25.0pp | 69.0%+13.8pp | 68.1%+14.8pp |
| Annual return | 9.57% | 22.41%-12.8pp | 61.39%-51.8pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,712 | $1,655+63.9% | $2,504+8.3% | $2,551+6.3% |
| Participant deferral / active EE | $6,488 | $3,080+110.7% | $4,559+42.3% | $4,139+56.7% |
| Admin fee / account holder | $6,213 | $4,730+31.3% | $8,342-25.5% | $7,234-14.1% |