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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 | $65,202 | $58,627+11.2% | $76,735-15.0% | $82,448-20.9% |
| Participation rate | 76.1% | 63.2%+12.8pp | 69.5%+6.6pp | 68.1%+8.0pp |
| Annual return | 7.11% | 39.10%-32.0pp | 29.77%-22.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,610 | $1,729+50.9% | $2,454+6.3% | $2,551+2.3% |
| Participant deferral / active EE | $5,728 | $3,134+82.8% | $4,088+40.1% | $4,139+38.4% |
| Admin fee / account holder | $8,788 | $5,323+65.1% | $7,189+22.2% | $7,234+21.5% |