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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 | $97,648+140.0% | $121,663+92.6% | $87,485+167.9% |
| Participation rate | 70.4% | 70.5%-0.1pp | 74.5%-4.1pp | 68.9%+1.4pp |
| Annual return | 10.90% | 18.03%-7.1pp | 147.54%-136.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,260 | $2,300-45.2% | $3,020-58.3% | $2,596-51.5% |
| Participant deferral / active EE | $3,966 | $3,923+1.1% | $4,887-18.8% | $4,274-7.2% |
| Admin fee / account holder | $324 | $11,100-97.1% | $14,289-97.7% | $7,775-95.8% |