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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 | $82,892 | $106,524-22.2% | $152,301-45.6% | $87,485-5.3% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 12.45% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.6pp |
| Employer contribution / active EE | $7,470 | $3,371+121.6% | $4,624+61.5% | $2,596+187.7% |
| Participant deferral / active EE | $8,588 | $6,525+31.6% | $8,004+7.3% | $4,274+101.0% |
| Admin fee / account holder | $6,757 | $8,287-18.5% | $14,398-53.1% | $7,775-13.1% |