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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 | $94,169 | $68,705+37.1% | $86,279+9.1% | $82,637+14.0% |
| Participation rate | 76.9% | 73.5%+3.5pp | 78.7%-1.8pp | 68.1%+8.9pp |
| Annual return | 11.81% | 16.81%-5.0pp | 30.40%-18.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $4,031 | $3,714+8.5% | $4,663-13.6% | $2,552+57.9% |
| Participant deferral / active EE | $5,476 | $4,188+30.8% | $5,658-3.2% | $4,126+32.7% |
| Admin fee / account holder | $1,222 | $6,541-81.3% | $10,485-88.3% | $7,339-83.3% |