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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 | $169,081 | $106,524+58.7% | $152,301+11.0% | $87,485+93.3% |
| Participation rate | 86.2% | 75.8%+10.5pp | 82.4%+3.8pp | 68.9%+17.3pp |
| Annual return | 12.55% | 26.89%-14.3pp | 80.50%-67.9pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,058 | $3,371+20.4% | $4,624-12.2% | $2,596+56.3% |
| Participant deferral / active EE | $6,918 | $6,525+6.0% | $8,004-13.6% | $4,274+61.9% |
| Admin fee / account holder | $1,322 | $8,287-84.0% | $14,398-90.8% | $7,775-83.0% |