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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 | $80,297 | $87,166-7.9% | $76,735+4.6% | $137,256-41.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 9.13% | 26.50%-17.4pp | 29.77%-20.6pp | 220.34%-211.2pp |
| Employer contribution / active EE | $7,420 | $2,904+155.5% | $2,454+202.3% | $4,156+78.5% |
| Participant deferral / active EE | $10,948 | $4,726+131.7% | $4,088+167.8% | $6,407+70.9% |
| Admin fee / account holder | $14,944 | $8,403+77.8% | $7,189+107.9% | $12,270+21.8% |