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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 | $191,909 | $102,609+87.0% | $98,090+95.6% | $138,895+38.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 10.28% | 36.44%-26.2pp | 37.05%-26.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $3,351 | $3,867-13.4% | $3,606-7.1% | $4,194-20.1% |
| Participant deferral / active EE | $10,493 | $8,167+28.5% | $7,845+33.8% | $6,396+64.0% |
| Admin fee / account holder | $635 | $11,434-94.4% | $11,815-94.6% | $12,562-94.9% |