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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 | $162,198 | $76,407+112.3% | $150,298+7.9% | $82,448+96.7% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 11.33% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,456 | $2,614-6.0% | $4,154-40.9% | $2,551-3.7% |
| Participant deferral / active EE | $6,974 | $3,214+117.0% | $5,453+27.9% | $4,139+68.5% |
| Admin fee / account holder | $6,553 | $6,352+3.2% | $14,116-53.6% | $7,234-9.4% |