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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 | $181,607 | $72,492+150.5% | $87,104+108.5% | $72,975+148.9% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 4.81% | 24.46%-19.7pp | 28.19%-23.4pp | 81.01%-76.2pp |
| Employer contribution / active EE | $6,737 | $1,894+255.7% | $2,521+167.2% | $2,440+176.1% |
| Participant deferral / active EE | $10,009 | $3,270+206.1% | $4,048+147.2% | $3,608+177.4% |
| Admin fee / account holder | $938 | $5,055-81.4% | $7,491-87.5% | $5,124-81.7% |