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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 | $92,512 | $184,014-49.7% | $161,149-42.6% | $138,895-33.4% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.8%+3.0pp | 79.9%+1.9pp |
| Annual return | 7.98% | 21.52%-13.5pp | 21.16%-13.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $9,735 | $5,055+92.6% | $4,360+123.3% | $4,194+132.1% |
| Participant deferral / active EE | $10,058 | $6,909+45.6% | $6,153+63.5% | $6,396+57.2% |
| Admin fee / account holder | $2,479 | $18,027-86.2% | $15,194-83.7% | $12,562-80.3% |