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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 | $152,241 | $100,970+50.8% | $96,576+57.6% | $137,256+10.9% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 12.18% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,953 | $3,809-48.7% | $3,553-45.0% | $4,156-53.0% |
| Participant deferral / active EE | $5,958 | $8,286-28.1% | $7,956-25.1% | $6,407-7.0% |
| Admin fee / account holder | $2,709 | $11,312-76.1% | $11,381-76.2% | $12,270-77.9% |