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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 | $146,605 | $102,609+42.9% | $98,090+49.5% | $138,895+5.6% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 6.22% | 36.44%-30.2pp | 37.05%-30.8pp | 145.39%-139.2pp |
| Employer contribution / active EE | $3,540 | $3,867-8.5% | $3,606-1.8% | $4,194-15.6% |
| Participant deferral / active EE | $11,501 | $8,167+40.8% | $7,845+46.6% | $6,396+79.8% |
| Admin fee / account holder | $639 | $11,434-94.4% | $11,815-94.6% | $12,562-94.9% |