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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 | $221,827 | $77,472+186.3% | $100,415+120.9% | $80,959+174.0% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+6.9pp | 67.7%+20.8pp |
| Annual return | 12.08% | 37.26%-25.2pp | 49.47%-37.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,338 | $2,800+19.2% | $3,943-15.4% | $2,757+21.1% |
| Participant deferral / active EE | $6,266 | $6,818-8.1% | $8,091-22.6% | $4,300+45.7% |
| Admin fee / account holder | $12,557 | $5,885+113.4% | $7,906+58.8% | $6,925+81.3% |