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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 | $47,100 | $162,136-71.0% | $152,301-69.1% | $154,746-69.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 11.03% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,232 | $4,890-33.9% | $4,624-30.1% | $4,379-26.2% |
| Participant deferral / active EE | $9,464 | $8,341+13.5% | $8,004+18.2% | $6,730+40.6% |
| Admin fee / account holder | $4,041 | $15,759-74.4% | $14,398-71.9% | $14,365-71.9% |