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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 | $136,466 | $54,763+149.2% | $90,324+51.1% | $72,976+87.0% |
| Participation rate | 96.4% | 65.2%+31.3pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 14.98% | 30.63%-15.7pp | 78.15%-63.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $7,345 | $2,093+250.9% | $2,856+157.2% | $2,440+201.0% |
| Participant deferral / active EE | $6,959 | $2,887+141.0% | $3,885+79.1% | $3,608+92.9% |
| Admin fee / account holder | $679 | $3,973-82.9% | $5,356-87.3% | $5,124-86.8% |