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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 | $152,936 | $74,535+105.2% | $100,712+51.9% | $82,637+85.1% |
| Participation rate | 91.9% | 61.2%+30.7pp | 69.3%+22.6pp | 68.1%+23.8pp |
| Annual return | 11.30% | 18.92%-7.6pp | 33.27%-22.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $2,746 | $1,503+82.8% | $2,313+18.7% | $2,552+7.6% |
| Participant deferral / active EE | $6,916 | $3,074+125.0% | $4,085+69.3% | $4,126+67.6% |
| Admin fee / account holder | $7,196 | $6,576+9.4% | $9,256-22.3% | $7,339-1.9% |