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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 | $112,498 | $106,749+5.4% | $145,433-22.6% | $82,448+36.4% |
| Participation rate | 85.4% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 12.16% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,175 | $3,444-65.9% | $4,554-74.2% | $2,551-53.9% |
| Participant deferral / active EE | $5,715 | $6,519-12.3% | $7,897-27.6% | $4,139+38.1% |
| Admin fee / account holder | $5,647 | $8,390-32.7% | $13,129-57.0% | $7,234-21.9% |