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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 | $105,063 | $95,404+10.1% | $113,397-7.3% | $82,637+27.1% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 11.60% | 19.08%-7.5pp | 23.20%-11.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $2,498 | $2,307+8.3% | $2,977-16.1% | $2,552-2.1% |
| Participant deferral / active EE | $9,990 | $4,220+136.8% | $5,076+96.8% | $4,126+142.1% |
| Admin fee / account holder | $30,953 | $9,168+237.6% | $11,957+158.9% | $7,339+321.8% |