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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 | $138,452 | $108,825+27.2% | $156,181-11.4% | $82,448+67.9% |
| Participation rate | 93.1% | 72.4%+20.7pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 8.22% | 20.59%-12.4pp | 64.87%-56.7pp | 41.64%-33.4pp |
| Employer contribution / active EE | $4,760 | $2,870+65.9% | $4,294+10.9% | $2,551+86.6% |
| Participant deferral / active EE | $7,910 | $4,577+72.8% | $6,132+29.0% | $4,139+91.1% |
| Admin fee / account holder | $2,114 | $9,341-77.4% | $14,586-85.5% | $7,234-70.8% |