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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 | $165,009 | $108,825+51.6% | $156,181+5.7% | $82,448+100.1% |
| Participation rate | 77.1% | 72.4%+4.8pp | 78.8%-1.7pp | 68.1%+9.1pp |
| Annual return | 12.16% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,487 | $2,870+21.5% | $4,294-18.8% | $2,551+36.7% |
| Participant deferral / active EE | $7,091 | $4,577+54.9% | $6,132+15.6% | $4,139+71.3% |
| Admin fee / account holder | $6,389 | $9,341-31.6% | $14,586-56.2% | $7,234-11.7% |