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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 | $124,665 | $108,825+14.6% | $156,181-20.2% | $82,448+51.2% |
| Participation rate | 89.2% | 72.4%+16.8pp | 78.8%+10.4pp | 68.1%+21.1pp |
| Annual return | 10.16% | 20.59%-10.4pp | 64.87%-54.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,098 | $2,870-26.9% | $4,294-51.1% | $2,551-17.8% |
| Participant deferral / active EE | $4,863 | $4,577+6.2% | $6,132-20.7% | $4,139+17.5% |
| Admin fee / account holder | $1,064 | $9,341-88.6% | $14,586-92.7% | $7,234-85.3% |