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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 | $78,189 | $106,749-26.8% | $145,433-46.2% | $82,448-5.2% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 14.16% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $12,420 | $3,444+260.6% | $4,554+172.7% | $2,551+386.9% |
| Participant deferral / active EE | $7,369 | $6,519+13.0% | $7,897-6.7% | $4,139+78.0% |
| Admin fee / account holder | $24,031 | $8,390+186.4% | $13,129+83.0% | $7,234+232.2% |