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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 | $128,764 | $63,354+103.2% | $94,105+36.8% | $82,637+55.8% |
| Participation rate | 72.0% | 63.8%+8.2pp | 71.9%+0.1pp | 68.1%+3.9pp |
| Annual return | 12.68% | 34.36%-21.7pp | 204.55%-191.9pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,394 | $1,760-20.8% | $2,504-44.4% | $2,552-45.4% |
| Participant deferral / active EE | $4,786 | $2,873+66.6% | $3,881+23.3% | $4,126+16.0% |
| Admin fee / account holder | $978 | $5,073-80.7% | $6,199-84.2% | $7,339-86.7% |