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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 | $78,690+106.1% | $161,489+0.4% | $87,485+85.4% |
| Participation rate | 73.1% | 67.5%+5.6pp | 78.7%-5.6pp | 68.9%+4.1pp |
| Annual return | 11.33% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,456 | $2,588-5.1% | $4,268-42.5% | $2,596-5.4% |
| Participant deferral / active EE | $6,974 | $3,311+110.7% | $5,630+23.9% | $4,274+63.2% |
| Admin fee / account holder | $6,553 | $6,724-2.5% | $16,006-59.1% | $7,775-15.7% |