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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 | $124,821 | $101,795+22.6% | $165,100-24.4% | $80,959+54.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 9.64% | 16.73%-7.1pp | 70.21%-60.6pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,601 | $2,954-45.8% | $4,348-63.2% | $2,757-41.9% |
| Participant deferral / active EE | $6,630 | $4,476+48.1% | $6,035+9.9% | $4,300+54.2% |
| Admin fee / account holder | $471 | $8,221-94.3% | $12,696-96.3% | $6,925-93.2% |