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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 | $105,537 | $45,050+134.3% | $63,018+67.5% | $70,126+50.5% |
| Participation rate | 74.1% | 69.5%+4.6pp | 74.8%-0.7pp | 69.5%+4.5pp |
| Annual return | 11.19% | 18.76%-7.6pp | 87.62%-76.4pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,560 | $2,052+24.8% | $2,761-7.3% | $2,343+9.3% |
| Participant deferral / active EE | $4,991 | $2,466+102.4% | $3,330+49.9% | $3,332+49.8% |
| Admin fee / account holder | $2,849 | $2,834+0.5% | $3,601-20.9% | $4,645-38.7% |