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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 | $110,530 | $88,672+24.6% | $105,223+5.0% | $82,448+34.1% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | 12.27% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,888 | $3,048-38.0% | $3,689-48.8% | $2,551-26.0% |
| Participant deferral / active EE | $5,589 | $4,036+38.5% | $5,072+10.2% | $4,139+35.0% |
| Admin fee / account holder | $2,830 | $7,146-60.4% | $8,859-68.1% | $7,234-60.9% |