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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 | $126,257 | $106,247+18.8% | $96,515+30.8% | $139,466-9.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 8.89% | 38.47%-29.6pp | 35.73%-26.8pp | 373.66%-364.8pp |
| Employer contribution / active EE | $3,964 | $4,106-3.5% | $3,740+6.0% | $4,754-16.6% |
| Participant deferral / active EE | $1,389 | $5,456-74.5% | $4,880-71.5% | $6,712-79.3% |
| Admin fee / account holder | $2,161 | $7,885-72.6% | $6,735-67.9% | $11,409-81.1% |