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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 | $77,460+186.4% | $100,378+121.0% | $80,925+174.1% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.7%+20.8pp |
| Annual return | 12.08% | 37.24%-25.2pp | 49.41%-37.3pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,338 | $2,801+19.2% | $3,942-15.3% | $2,756+21.1% |
| Participant deferral / active EE | $6,266 | $6,818-8.1% | $8,087-22.5% | $4,299+45.8% |
| Admin fee / account holder | $12,557 | $5,887+113.3% | $7,899+59.0% | $6,940+80.9% |