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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 | $163,137 | $106,524+53.1% | $152,301+7.1% | $87,485+86.5% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 13.18% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,323 | $3,371-31.1% | $4,624-49.8% | $2,596-10.5% |
| Participant deferral / active EE | $5,248 | $6,525-19.6% | $8,004-34.4% | $4,274+22.8% |
| Admin fee / account holder | $1,519 | $8,287-81.7% | $14,398-89.4% | $7,775-80.5% |