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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 | $100,458 | $101,752-1.3% | $164,928-39.1% | $80,911+24.2% |
| Participation rate | 81.0% | 71.8%+9.1pp | 78.6%+2.3pp | 67.6%+13.3pp |
| Annual return | 10.46% | 16.73%-6.3pp | 70.08%-59.6pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,005 | $2,953-32.1% | $4,343-53.8% | $2,756-27.3% |
| Participant deferral / active EE | $6,925 | $4,477+54.7% | $6,034+14.8% | $4,297+61.1% |
| Admin fee / account holder | $4,878 | $8,218-40.6% | $12,684-61.5% | $6,935-29.7% |