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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 | $170,525 | $89,364+90.8% | $141,177+20.8% | $72,983+133.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 18.29% | 111.86%-93.6pp | 71.40%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $4,015 | $3,115+28.9% | $4,736-15.2% | $2,440+64.6% |
| Participant deferral / active EE | $7,370 | $5,419+36.0% | $6,710+9.8% | $3,608+104.3% |
| Admin fee / account holder | $3,988 | $5,959-33.1% | $10,263-61.1% | $5,124-22.2% |