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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 | $131,479 | $78,520+67.4% | $96,576+36.1% | $82,448+59.5% |
| Participation rate | 92.0% | 77.7%+14.3pp | 81.4%+10.6pp | 68.1%+23.9pp |
| Annual return | 13.19% | 41.30%-28.1pp | 38.47%-25.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $4,452 | $2,630+69.3% | $3,553+25.3% | $2,551+74.5% |
| Participant deferral / active EE | $6,179 | $6,754-8.5% | $7,956-22.3% | $4,139+49.3% |
| Admin fee / account holder | $1,438 | $13,455-89.3% | $11,381-87.4% | $7,234-80.1% |