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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 | $102,178 | $95,453+7.0% | $112,040-8.8% | $82,448+23.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 11.72% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,108 | $2,318-9.1% | $2,954-28.6% | $2,551-17.4% |
| Participant deferral / active EE | $5,244 | $4,224+24.1% | $5,098+2.9% | $4,139+26.7% |
| Admin fee / account holder | $12,606 | $9,013+39.9% | $12,098+4.2% | $7,234+74.3% |