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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 | $181,009 | $106,749+69.6% | $145,433+24.5% | $82,448+119.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.15% | 27.59%-20.4pp | 66.58%-59.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,564 | $3,444-25.6% | $4,554-43.7% | $2,551+0.5% |
| Participant deferral / active EE | $7,112 | $6,519+9.1% | $7,897-9.9% | $4,139+71.8% |
| Admin fee / account holder | $3,683 | $8,390-56.1% | $13,129-71.9% | $7,234-49.1% |