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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 | $116,677 | $94,031+24.1% | $115,768+0.8% | $82,448+41.5% |
| Participation rate | 87.1% | 70.4%+16.7pp | 74.4%+12.7pp | 68.1%+19.0pp |
| Annual return | 10.92% | 20.61%-9.7pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,579 | $2,323+11.0% | $2,940-12.3% | $2,551+1.1% |
| Participant deferral / active EE | $5,420 | $3,972+36.5% | $4,917+10.2% | $4,139+30.9% |
| Admin fee / account holder | $3,634 | $10,249-64.5% | $12,439-70.8% | $7,234-49.8% |