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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 | $119,533 | $106,749+12.0% | $145,433-17.8% | $82,448+45.0% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 13.79% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,367 | $3,444-31.3% | $4,554-48.0% | $2,551-7.2% |
| Participant deferral / active EE | $6,723 | $6,519+3.1% | $7,897-14.9% | $4,139+62.4% |
| Admin fee / account holder | $3,678 | $8,390-56.2% | $13,129-72.0% | $7,234-49.2% |