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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 | $107,421+57.4% | $182,262-7.2% | $94,015+79.8% |
| Participation rate | 86.2% | 77.8%+8.4pp | 84.2%+2.0pp | 70.8%+15.4pp |
| Annual return | 12.55% | 21.32%-8.8pp | 140.60%-128.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $4,058 | $3,448+17.7% | $5,046-19.6% | $2,790+45.5% |
| Participant deferral / active EE | $6,918 | $6,558+5.5% | $8,276-16.4% | $4,249+62.8% |
| Admin fee / account holder | $1,322 | $8,692-84.8% | $16,712-92.1% | $8,951-85.2% |