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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 | $209,336-49.6% | $197,124-46.5% | $137,256-23.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 7.13% | 48.09%-41.0pp | 44.34%-37.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $5,923 | $6,591-10.1% | $6,227-4.9% | $4,156+42.5% |
| Participant deferral / active EE | $11,486 | $9,614+19.5% | $9,135+25.7% | $6,407+79.3% |
| Admin fee / account holder | $1,871 | $17,308-89.2% | $16,298-88.5% | $12,270-84.8% |