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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 | $106,524+79.8% | $152,301+25.7% | $87,485+118.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 11.12% | 26.89%-15.8pp | 80.50%-69.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $2,597 | $3,371-23.0% | $4,624-43.8% | $2,5960% |
| Participant deferral / active EE | $8,455 | $6,525+29.6% | $8,004+5.6% | $4,274+97.8% |
| Admin fee / account holder | $1,686 | $8,287-79.6% | $14,398-88.3% | $7,775-78.3% |