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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 | $95,404+26.2% | $113,397+6.2% | $82,637+45.7% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.5%+7.9pp | 68.1%+16.3pp |
| Annual return | 11.18% | 19.08%-7.9pp | 23.20%-12.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $3,262 | $2,307+41.4% | $2,977+9.6% | $2,552+27.8% |
| Participant deferral / active EE | $5,943 | $4,220+40.8% | $5,076+17.1% | $4,126+44.0% |
| Admin fee / account holder | $4,992 | $9,168-45.5% | $11,957-58.2% | $7,339-32.0% |