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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 | $54,611 | $108,825-49.8% | $156,181-65.0% | $82,448-33.8% |
| Participation rate | 86.2% | 72.4%+13.8pp | 78.8%+7.4pp | 68.1%+18.1pp |
| Annual return | 12.29% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $4,107 | $2,870+43.1% | $4,294-4.4% | $2,551+61.0% |
| Participant deferral / active EE | $3,987 | $4,577-12.9% | $6,132-35.0% | $4,139-3.7% |
| Admin fee / account holder | $11,178 | $9,341+19.7% | $14,586-23.4% | $7,234+54.5% |