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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 | $100,617 | $81,262+23.8% | $155,602-35.3% | $80,911+24.4% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 3.62% | 33.34%-29.7pp | 64.81%-61.2pp | 35.63%-32.0pp |
| Employer contribution / active EE | $5,852 | $3,102+88.7% | $4,675+25.2% | $2,756+112.4% |
| Participant deferral / active EE | $4,018 | $3,451+16.4% | $5,629-28.6% | $4,297-6.5% |
| Admin fee / account holder | $7,018 | $7,992-12.2% | $15,923-55.9% | $6,935+1.2% |