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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 | $117,004 | $185,312-36.9% | $161,489-27.5% | $154,746-24.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 9.31% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,448 | $4,769-48.7% | $4,268-42.6% | $4,379-44.1% |
| Participant deferral / active EE | $4,379 | $6,350-31.0% | $5,630-22.2% | $6,730-34.9% |
| Admin fee / account holder | $5,194 | $18,654-72.2% | $16,006-67.5% | $14,365-63.8% |