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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 | $63,949+73.3% | $129,031-14.1% | $94,015+17.9% |
| Participation rate | 72.0% | 63.4%+8.6pp | 73.4%-1.4pp | 70.8%+1.2pp |
| Annual return | 12.04% | 17.56%-5.5pp | 34.67%-22.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $6,216 | $1,865+233.4% | $3,226+92.7% | $2,790+122.8% |
| Participant deferral / active EE | $9,912 | $3,686+168.9% | $5,217+90.0% | $4,249+133.2% |
| Admin fee / account holder | $8,991 | $5,523+62.8% | $13,208-31.9% | $8,951+0.4% |