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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 | $134,678 | $68,852+95.6% | $120,524+11.7% | $80,925+66.4% |
| Participation rate | 97.8% | 61.6%+36.2pp | 71.9%+25.9pp | 67.7%+30.2pp |
| Annual return | 7.40% | 23.67%-16.3pp | 107.36%-100.0pp | 35.65%-28.3pp |
| Employer contribution / active EE | $4,589 | $2,063+122.4% | $3,469+32.3% | $2,756+66.5% |
| Participant deferral / active EE | $3,548 | $3,187+11.3% | $4,994-28.9% | $4,299-17.5% |
| Admin fee / account holder | $11,664 | $5,781+101.8% | $9,440+23.6% | $6,940+68.1% |