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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 | $120,677 | $78,520+53.7% | $96,576+25.0% | $82,448+46.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.12% | 41.30%-27.2pp | 38.47%-24.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $4,640 | $2,630+76.5% | $3,553+30.6% | $2,551+81.9% |
| Participant deferral / active EE | $3,489 | $6,754-48.3% | $7,956-56.1% | $4,139-15.7% |
| Admin fee / account holder | $13,789 | $13,455+2.5% | $11,381+21.2% | $7,234+90.6% |