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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 | $125,662 | $100,970+24.5% | $96,576+30.1% | $137,256-8.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.00% | 38.16%-26.2pp | 38.47%-26.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,707 | $3,809-2.7% | $3,553+4.3% | $4,156-10.8% |
| Participant deferral / active EE | $17,045 | $8,286+105.7% | $7,956+114.2% | $6,407+166.0% |
| Admin fee / account holder | $1,092 | $11,312-90.3% | $11,381-90.4% | $12,270-91.1% |