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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 | $127,684 | $98,760+29.3% | $149,715-14.7% | $79,858+59.9% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 10.78% | 27.43%-16.6pp | 276.66%-265.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,736 | $3,217-14.9% | $4,645-41.1% | $2,471+10.7% |
| Participant deferral / active EE | $9,024 | $5,681+58.9% | $6,842+31.9% | $3,740+141.3% |
| Admin fee / account holder | $3,703 | $6,053-38.8% | $9,310-60.2% | $5,306-30.2% |