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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 | $105,059 | $100,970+4.1% | $96,576+8.8% | $137,256-23.5% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 9.70% | 38.16%-28.5pp | 38.47%-28.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,916 | $3,809-49.7% | $3,553-46.1% | $4,156-53.9% |
| Participant deferral / active EE | $2,928 | $8,286-64.7% | $7,956-63.2% | $6,407-54.3% |
| Admin fee / account holder | $6,405 | $11,312-43.4% | $11,381-43.7% | $12,270-47.8% |