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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 | $102,698 | $93,589+9.7% | $135,942-24.5% | $75,181+36.6% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 13.82% | 30.90%-17.1pp | 68.28%-54.5pp | 160.69%-146.9pp |
| Employer contribution / active EE | $4,578 | $3,537+29.4% | $4,858-5.8% | $2,671+71.4% |
| Participant deferral / active EE | $9,995 | $6,405+56.0% | $7,759+28.8% | $4,126+142.2% |
| Admin fee / account holder | $2,074 | $6,977-70.3% | $10,764-80.7% | $5,650-63.3% |