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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 | $105,411 | $223,823-52.9% | $211,142-50.1% | $154,746-31.9% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 7.13% | 50.39%-43.3pp | 46.84%-39.7pp | 172.34%-165.2pp |
| Employer contribution / active EE | $5,923 | $6,787-12.7% | $6,442-8.1% | $4,379+35.2% |
| Participant deferral / active EE | $11,486 | $9,750+17.8% | $9,284+23.7% | $6,730+70.7% |
| Admin fee / account holder | $1,871 | $19,707-90.5% | $19,076-90.2% | $14,365-87.0% |