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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 | $106,749+79.4% | $145,433+31.7% | $82,448+132.3% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 11.12% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,597 | $3,444-24.6% | $4,554-43.0% | $2,551+1.8% |
| Participant deferral / active EE | $8,455 | $6,519+29.7% | $7,897+7.1% | $4,139+104.3% |
| Admin fee / account holder | $1,686 | $8,390-79.9% | $13,129-87.2% | $7,234-76.7% |