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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 | $149,446+7.0% | $256,809-37.7% | $94,015+70.2% |
| Participation rate | 92.9% | 85.3%+7.6pp | 88.5%+4.3pp | 70.8%+22.0pp |
| Annual return | 12.03% | 17.55%-5.5pp | 32.73%-20.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $3,737 | $4,596-18.7% | $7,263-48.6% | $2,790+33.9% |
| Participant deferral / active EE | $5,583 | $6,491-14.0% | $9,520-41.4% | $4,249+31.4% |
| Admin fee / account holder | $4,646 | $24,035-80.7% | $25,146-81.5% | $8,951-48.1% |