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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 | $148,856 | $106,749+39.4% | $145,433+2.4% | $82,448+80.5% |
| Participation rate | 70.4% | 75.6%-5.3pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 12.01% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,505 | $3,444-56.3% | $4,554-66.9% | $2,551-41.0% |
| Participant deferral / active EE | $3,785 | $6,519-41.9% | $7,897-52.1% | $4,139-8.6% |
| Admin fee / account holder | $12,220 | $8,390+45.7% | $13,129-6.9% | $7,234+68.9% |