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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 | $108,957 | $71,208+53.0% | $93,681+16.3% | $80,911+34.7% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 7.98% | 11.27%-3.3pp | 133.47%-125.5pp | 35.63%-27.7pp |
| Employer contribution / active EE | $2,256 | $1,564+44.2% | $2,422-6.9% | $2,756-18.1% |
| Participant deferral / active EE | $3,680 | $4,035-8.8% | $4,415-16.7% | $4,297-14.4% |
| Admin fee / account holder | $2,667 | $6,951-61.6% | $8,290-67.8% | $6,935-61.5% |