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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 | $133,151 | $123,478+7.8% | $216,567-38.5% | $94,015+41.6% |
| Participation rate | 85.2% | 75.1%+10.1pp | 81.6%+3.6pp | 70.8%+14.4pp |
| Annual return | 5.48% | 23.61%-18.1pp | 12.94%-7.5pp | 17.84%-12.4pp |
| Employer contribution / active EE | $2,988 | $3,136-4.7% | $5,216-42.7% | $2,790+7.1% |
| Participant deferral / active EE | $7,431 | $4,556+63.1% | $6,191+20.0% | $4,249+74.9% |
| Admin fee / account holder | $1,514 | $12,753-88.1% | $21,981-93.1% | $8,951-83.1% |