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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 | $114,764 | $99,875+14.9% | $146,866-21.9% | $86,983+31.9% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 9.95% | 28.10%-18.2pp | 102.85%-92.9pp | 25.83%-15.9pp |
| Employer contribution / active EE | $2,650 | $3,224-17.8% | $4,425-40.1% | $2,584+2.5% |
| Participant deferral / active EE | $6,626 | $6,322+4.8% | $7,759-14.6% | $4,194+58.0% |
| Admin fee / account holder | $2,124 | $7,838-72.9% | $13,620-84.4% | $7,856-73.0% |