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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 | $137,727 | $78,520+75.4% | $96,576+42.6% | $82,448+67.0% |
| Participation rate | 72.2% | 77.7%-5.5pp | 81.4%-9.2pp | 68.1%+4.2pp |
| Annual return | 13.01% | 41.30%-28.3pp | 38.47%-25.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,668 | $2,630+1.5% | $3,553-24.9% | $2,551+4.6% |
| Participant deferral / active EE | $4,511 | $6,754-33.2% | $7,956-43.3% | $4,139+9.0% |
| Admin fee / account holder | $5,771 | $13,455-57.1% | $11,381-49.3% | $7,234-20.2% |