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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 | $152,105 | $76,564+98.7% | $105,582+44.1% | $94,015+61.8% |
| Participation rate | 75.0% | 65.2%+9.8pp | 71.8%+3.2pp | 70.8%+4.2pp |
| Annual return | 10.96% | 20.69%-9.7pp | 18.61%-7.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $3,746 | $1,995+87.8% | $2,984+25.5% | $2,790+34.3% |
| Participant deferral / active EE | $4,977 | $3,320+49.9% | $4,353+14.3% | $4,249+17.1% |
| Admin fee / account holder | $17,759 | $7,129+149.1% | $12,856+38.1% | $8,951+98.4% |