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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 | $182,398 | $124,980+45.9% | $108,359+68.3% | $154,746+17.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 5.94% | 45.00%-39.1pp | 36.89%-31.0pp | 172.34%-166.4pp |
| Employer contribution / active EE | $2,572 | $2,851-9.8% | $2,399+7.2% | $4,379-41.3% |
| Participant deferral / active EE | $6,537 | $4,743+37.8% | $4,137+58.0% | $6,730-2.9% |
| Admin fee / account holder | $1,613 | $11,502-86.0% | $9,741-83.4% | $14,365-88.8% |