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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 | $99,875+91.7% | $146,866+30.4% | $86,983+120.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 11.12% | 28.10%-17.0pp | 102.85%-91.7pp | 25.83%-14.7pp |
| Employer contribution / active EE | $2,597 | $3,224-19.4% | $4,425-41.3% | $2,584+0.5% |
| Participant deferral / active EE | $8,455 | $6,322+33.7% | $7,759+9.0% | $4,194+101.6% |
| Admin fee / account holder | $1,686 | $7,838-78.5% | $13,620-87.6% | $7,856-78.5% |