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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 | $101,066 | $106,524-5.1% | $152,301-33.6% | $87,485+15.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.4%+14.4pp | 68.9%+27.9pp |
| Annual return | 12.52% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $9,597 | $3,371+184.7% | $4,624+107.5% | $2,596+269.6% |
| Participant deferral / active EE | $14,428 | $6,525+121.1% | $8,004+80.3% | $4,274+237.6% |
| Admin fee / account holder | $9,198 | $8,287+11.0% | $14,398-36.1% | $7,775+18.3% |