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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 | $125,651 | $90,674+38.6% | $96,707+29.9% | $82,448+52.4% |
| Participation rate | 81.5% | 75.9%+5.5pp | 80.4%+1.1pp | 68.1%+13.4pp |
| Annual return | 10.88% | 49.05%-38.2pp | 34.78%-23.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,845 | $3,975-53.6% | $4,191-56.0% | $2,551-27.7% |
| Participant deferral / active EE | $4,883 | $5,696-14.3% | $5,997-18.6% | $4,139+18.0% |
| Admin fee / account holder | $7,200 | $7,568-4.9% | $7,503-4.0% | $7,234-0.5% |