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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 | $94,031+71.4% | $115,768+39.2% | $82,448+95.5% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.4%+17.6pp | 68.1%+23.9pp |
| Annual return | 11.62% | 20.61%-9.0pp | 100.46%-88.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,712 | $2,323+102.8% | $2,940+60.3% | $2,551+84.7% |
| Participant deferral / active EE | $11,482 | $3,972+189.1% | $4,917+133.5% | $4,139+177.4% |
| Admin fee / account holder | $7,270 | $10,249-29.1% | $12,439-41.6% | $7,234+0.5% |