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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 | $137,447 | $77,358+77.7% | $102,184+34.5% | $87,485+57.1% |
| Participation rate | 95.7% | 78.7%+17.1pp | 82.6%+13.1pp | 68.9%+26.8pp |
| Annual return | 12.35% | 41.11%-28.8pp | 31.58%-19.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,284 | $2,562+28.2% | $3,594-8.6% | $2,596+26.5% |
| Participant deferral / active EE | $7,591 | $6,753+12.4% | $8,309-8.6% | $4,274+77.6% |
| Admin fee / account holder | $29,061 | $6,809+326.8% | $11,609+150.3% | $7,775+273.8% |