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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 | $105,393 | $65,364+61.2% | $92,909+13.4% | $72,975+44.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 12.36% | 42.11%-29.7pp | 109.44%-97.1pp | 81.01%-68.7pp |
| Employer contribution / active EE | $2,578 | $2,594-0.6% | $3,653-29.4% | $2,440+5.6% |
| Participant deferral / active EE | $5,323 | $3,128+70.2% | $4,238+25.6% | $3,608+47.6% |
| Admin fee / account holder | $13,961 | $4,251+228.4% | $5,795+140.9% | $5,124+172.5% |