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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 | $229,684 | $106,749+115.2% | $145,433+57.9% | $82,448+178.6% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 12.35% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,269 | $3,444-5.1% | $4,554-28.2% | $2,551+28.2% |
| Participant deferral / active EE | $11,156 | $6,519+71.1% | $7,897+41.3% | $4,139+169.5% |
| Admin fee / account holder | $10,785 | $8,390+28.5% | $13,129-17.9% | $7,234+49.1% |