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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 | $125,436 | $68,573+82.9% | $120,368+4.2% | $80,874+55.1% |
| Participation rate | 76.5% | 61.6%+14.9pp | 71.9%+4.6pp | 67.6%+8.8pp |
| Annual return | 5.41% | 23.61%-18.2pp | 107.26%-101.8pp | 35.62%-30.2pp |
| Employer contribution / active EE | $2,063 | $2,052+0.5% | $3,465-40.5% | $2,756-25.1% |
| Participant deferral / active EE | $5,007 | $3,174+57.7% | $4,991+0.3% | $4,297+16.5% |
| Admin fee / account holder | $4,099 | $5,734-28.5% | $9,429-56.5% | $6,935-40.9% |