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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 | $106,864+7.4% | $147,318-22.1% | $82,637+38.9% |
| Participation rate | 82.2% | 75.5%+6.7pp | 82.1%+0.2pp | 68.1%+14.2pp |
| Annual return | 9.95% | 27.49%-17.5pp | 70.43%-60.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,650 | $3,417-22.4% | $4,593-42.3% | $2,552+3.8% |
| Participant deferral / active EE | $6,626 | $6,496+2.0% | $7,906-16.2% | $4,126+60.6% |
| Admin fee / account holder | $2,124 | $8,415-74.8% | $13,708-84.5% | $7,339-71.1% |