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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 | $234,353 | $94,436+148.2% | $115,599+102.7% | $82,637+183.6% |
| Participation rate | 70.4% | 70.4%-0.1pp | 74.3%-3.9pp | 68.1%+2.3pp |
| Annual return | 10.90% | 18.37%-7.5pp | 111.10%-100.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,260 | $2,324-45.8% | $2,955-57.4% | $2,552-50.6% |
| Participant deferral / active EE | $3,966 | $3,955+0.3% | $4,889-18.9% | $4,126-3.9% |
| Admin fee / account holder | $324 | $10,328-96.9% | $12,841-97.5% | $7,339-95.6% |