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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 | $147,319 | $72,486+103.2% | $87,103+69.1% | $72,976+101.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 5.28% | 24.46%-19.2pp | 28.19%-22.9pp | 81.02%-75.7pp |
| Employer contribution / active EE | $5,780 | $1,894+205.2% | $2,521+129.2% | $2,440+136.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,152 | $5,055-17.9% | $7,491-44.6% | $5,124-19.0% |