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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 | $130,300 | $138,366-5.8% | $184,185-29.3% | $80,911+61.0% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 9.30% | 20.02%-10.7pp | 28.81%-19.5pp | 35.63%-26.3pp |
| Employer contribution / active EE | $4,316 | $4,849-11.0% | $6,426-32.8% | $2,756+56.6% |
| Participant deferral / active EE | $4,493 | $7,074-36.5% | $9,132-50.8% | $4,297+4.6% |
| Admin fee / account holder | $2,025 | $10,484-80.7% | $13,909-85.4% | $6,935-70.8% |