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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 | $100,766 | $77,814+29.5% | $158,223-36.3% | $86,983+15.8% |
| Participation rate | 90.0% | 68.4%+21.6pp | 79.2%+10.8pp | 69.5%+20.5pp |
| Annual return | 9.57% | 30.54%-21.0pp | 52.09%-42.5pp | 25.83%-16.3pp |
| Employer contribution / active EE | $2,273 | $2,592-12.3% | $4,109-44.7% | $2,584-12.0% |
| Participant deferral / active EE | $9,852 | $3,270+201.3% | $5,467+80.2% | $4,194+134.9% |
| Admin fee / account holder | $4,783 | $5,879-18.7% | $16,047-70.2% | $7,856-39.1% |