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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 | $145,431+10.0% | $211,142-24.2% | $87,485+82.9% |
| Participation rate | 92.9% | 84.7%+8.1pp | 87.3%+5.6pp | 68.9%+23.9pp |
| Annual return | 12.03% | 27.21%-15.2pp | 46.84%-34.8pp | 26.06%-14.0pp |
| Employer contribution / active EE | $3,737 | $4,662-19.8% | $6,442-42.0% | $2,596+43.9% |
| Participant deferral / active EE | $5,583 | $6,859-18.6% | $9,284-39.9% | $4,274+30.6% |
| Admin fee / account holder | $4,646 | $17,052-72.8% | $19,076-75.6% | $7,775-40.2% |