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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 | $161,154 | $97,648+65.0% | $121,663+32.5% | $87,485+84.2% |
| Participation rate | 92.0% | 70.5%+21.5pp | 74.5%+17.5pp | 68.9%+23.1pp |
| Annual return | 11.62% | 18.03%-6.4pp | 147.54%-135.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,712 | $2,300+104.8% | $3,020+56.0% | $2,596+81.5% |
| Participant deferral / active EE | $11,482 | $3,923+192.7% | $4,887+134.9% | $4,274+168.7% |
| Admin fee / account holder | $7,270 | $11,100-34.5% | $14,289-49.1% | $7,775-6.5% |