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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 | $127,849 | $185,312-31.0% | $161,489-20.8% | $154,746-17.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 8.74% | 103.84%-95.1pp | 89.72%-81.0pp | 172.34%-163.6pp |
| Employer contribution / active EE | $2,077 | $4,769-56.5% | $4,268-51.3% | $4,379-52.6% |
| Participant deferral / active EE | $15,858 | $6,350+149.8% | $5,630+181.7% | $6,730+135.6% |
| Admin fee / account holder | $2,343 | $18,654-87.4% | $16,006-85.4% | $14,365-83.7% |