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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 | $99,875+49.0% | $146,866+1.4% | $86,983+71.1% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.5%+0.8pp |
| Annual return | 12.01% | 28.10%-16.1pp | 102.85%-90.8pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,505 | $3,224-53.3% | $4,425-66.0% | $2,584-41.8% |
| Participant deferral / active EE | $3,785 | $6,322-40.1% | $7,759-51.2% | $4,194-9.7% |
| Admin fee / account holder | $12,220 | $7,838+55.9% | $13,620-10.3% | $7,856+55.6% |