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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 | $159,003 | $99,875+59.2% | $146,866+8.3% | $86,983+82.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 12.01% | 28.10%-16.1pp | 102.85%-90.8pp | 25.83%-13.8pp |
| Employer contribution / active EE | $3,638 | $3,224+12.8% | $4,425-17.8% | $2,584+40.8% |
| Participant deferral / active EE | $6,117 | $6,322-3.2% | $7,759-21.2% | $4,194+45.9% |
| Admin fee / account holder | $661 | $7,838-91.6% | $13,620-95.1% | $7,856-91.6% |