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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 | $130,594 | $78,520+66.3% | $96,576+35.2% | $82,448+58.4% |
| Participation rate | 76.0% | 77.7%-1.7pp | 81.4%-5.4pp | 68.1%+7.9pp |
| Annual return | 12.65% | 41.30%-28.7pp | 38.47%-25.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,440 | $2,630-7.2% | $3,553-31.3% | $2,551-4.4% |
| Participant deferral / active EE | $5,856 | $6,754-13.3% | $7,956-26.4% | $4,139+41.5% |
| Admin fee / account holder | $1,258 | $13,455-90.7% | $11,381-88.9% | $7,234-82.6% |