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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 | $159,981 | $146,267+9.4% | $197,124-18.8% | $82,448+94.0% |
| Participation rate | 92.9% | 84.0%+8.8pp | 86.7%+6.1pp | 68.1%+24.8pp |
| Annual return | 12.03% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,737 | $4,723-20.9% | $6,227-40.0% | $2,551+46.5% |
| Participant deferral / active EE | $5,583 | $7,035-20.6% | $9,135-38.9% | $4,139+34.9% |
| Admin fee / account holder | $4,646 | $14,422-67.8% | $16,298-71.5% | $7,234-35.8% |