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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 | $142,218 | $94,436+50.6% | $115,599+23.0% | $82,637+72.1% |
| Participation rate | 85.2% | 70.4%+14.8pp | 74.3%+10.9pp | 68.1%+17.1pp |
| Annual return | 11.42% | 18.37%-6.9pp | 111.10%-99.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,874 | $2,324+23.7% | $2,955-2.7% | $2,552+12.6% |
| Participant deferral / active EE | $6,361 | $3,955+60.8% | $4,889+30.1% | $4,126+54.2% |
| Admin fee / account holder | $1,128 | $10,328-89.1% | $12,841-91.2% | $7,339-84.6% |