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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 | $191,497 | $107,421+78.3% | $182,262+5.1% | $94,015+103.7% |
| Participation rate | 96.0% | 77.8%+18.2pp | 84.2%+11.8pp | 70.8%+25.2pp |
| Annual return | 11.12% | 21.32%-10.2pp | 140.60%-129.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $2,597 | $3,448-24.7% | $5,046-48.5% | $2,790-6.9% |
| Participant deferral / active EE | $8,455 | $6,558+28.9% | $8,276+2.2% | $4,249+99.0% |
| Admin fee / account holder | $1,686 | $8,692-80.6% | $16,712-89.9% | $8,951-81.2% |