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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 | $100,970+45.2% | $96,576+51.8% | $137,256+6.8% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 6.22% | 38.16%-31.9pp | 38.47%-32.2pp | 220.34%-214.1pp |
| Employer contribution / active EE | $3,540 | $3,809-7.1% | $3,553-0.4% | $4,156-14.8% |
| Participant deferral / active EE | $11,501 | $8,286+38.8% | $7,956+44.5% | $6,407+79.5% |
| Admin fee / account holder | $639 | $11,312-94.3% | $11,381-94.4% | $12,270-94.8% |