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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 | $108,733 | $106,864+1.7% | $147,318-26.2% | $82,637+31.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 13.59% | 27.49%-13.9pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,650 | $3,417+6.8% | $4,593-20.5% | $2,552+43.0% |
| Participant deferral / active EE | $10,361 | $6,496+59.5% | $7,906+31.1% | $4,126+151.1% |
| Admin fee / account holder | $20,792 | $8,415+147.1% | $13,708+51.7% | $7,339+183.3% |