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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 | $110,805 | $60,442+83.3% | $96,754+14.5% | $87,485+26.7% |
| Participation rate | 72.0% | 58.7%+13.3pp | 70.3%+1.7pp | 68.9%+3.1pp |
| Annual return | 12.04% | 21.97%-9.9pp | 82.04%-70.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $6,216 | $1,691+267.6% | $2,679+132.0% | $2,596+139.4% |
| Participant deferral / active EE | $9,912 | $3,280+202.2% | $4,758+108.3% | $4,274+131.9% |
| Admin fee / account holder | $8,991 | $5,069+77.4% | $8,905+1.0% | $7,775+15.6% |