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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 | $127,993 | $57,119+124.1% | $85,187+50.2% | $80,935+58.1% |
| Participation rate | 84.8% | 56.4%+28.4pp | 67.5%+17.3pp | 67.7%+17.2pp |
| Annual return | 9.31% | 21.70%-12.4pp | 66.67%-57.4pp | 35.66%-26.4pp |
| Employer contribution / active EE | $4,860 | $1,802+169.8% | $2,732+77.9% | $2,757+76.3% |
| Participant deferral / active EE | $5,663 | $3,115+81.8% | $4,525+25.1% | $4,299+31.7% |
| Admin fee / account holder | $56,838 | $4,990+1039.0% | $6,162+822.4% | $6,924+720.8% |