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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 | $141,895 | $108,825+30.4% | $156,181-9.1% | $82,448+72.1% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 11.48% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $3,783 | $2,870+31.8% | $4,294-11.9% | $2,551+48.3% |
| Participant deferral / active EE | $8,835 | $4,577+93.0% | $6,132+44.1% | $4,139+113.4% |
| Admin fee / account holder | $29,934 | $9,341+220.5% | $14,586+105.2% | $7,234+313.8% |