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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 | $115,225+58.3% | $100,712+81.1% | $138,895+31.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 5.94% | 40.35%-34.4pp | 33.27%-27.3pp | 145.39%-139.5pp |
| Employer contribution / active EE | $2,572 | $2,771-7.2% | $2,313+11.2% | $4,194-38.7% |
| Participant deferral / active EE | $6,537 | $4,699+39.1% | $4,085+60.0% | $6,396+2.2% |
| Admin fee / account holder | $1,613 | $10,844-85.1% | $9,256-82.6% | $12,562-87.2% |