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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 | $92,074 | $81,358+13.2% | $155,556-40.8% | $80,959+13.7% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 7.39% | 33.39%-26.0pp | 64.84%-57.4pp | 35.67%-28.3pp |
| Employer contribution / active EE | $2,809 | $3,106-9.6% | $4,675-39.9% | $2,757+1.9% |
| Participant deferral / active EE | $6,218 | $3,455+80.0% | $5,631+10.4% | $4,300+44.6% |
| Admin fee / account holder | $16,371 | $7,994+104.8% | $15,885+3.1% | $6,925+136.4% |