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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 | $120,391 | $95,453+26.1% | $112,040+7.5% | $82,448+46.0% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.5%+7.9pp | 68.1%+16.3pp |
| Annual return | 11.18% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $3,262 | $2,318+40.8% | $2,954+10.4% | $2,551+27.9% |
| Participant deferral / active EE | $5,943 | $4,224+40.7% | $5,098+16.6% | $4,139+43.6% |
| Admin fee / account holder | $4,992 | $9,013-44.6% | $12,098-58.7% | $7,234-31.0% |