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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 | $82,166 | $93,598-12.2% | $135,974-39.6% | $75,173+9.3% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.8pp | 67.2%+15.6pp |
| Annual return | 15.10% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $5,764 | $3,538+62.9% | $4,859+18.6% | $2,671+115.8% |
| Participant deferral / active EE | $3,629 | $6,405-43.3% | $7,760-53.2% | $4,126-12.1% |
| Admin fee / account holder | $3,914 | $6,978-43.9% | $10,767-63.6% | $5,651-30.7% |