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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 | $106,684 | $89,259+19.5% | $107,187-0.5% | $82,637+29.1% |
| Participation rate | 77.4% | 67.9%+9.5pp | 75.0%+2.4pp | 68.1%+9.4pp |
| Annual return | 12.10% | 21.02%-8.9pp | 204.55%-192.5pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,266 | $3,080-58.9% | $3,782-66.5% | $2,552-50.4% |
| Participant deferral / active EE | $4,771 | $4,037+18.2% | $5,096-6.4% | $4,126+15.6% |
| Admin fee / account holder | $6,851 | $7,381-7.2% | $9,162-25.2% | $7,339-6.6% |