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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 | $117,846 | $76,407+54.2% | $150,298-21.6% | $82,448+42.9% |
| Participation rate | 81.1% | 66.4%+14.7pp | 77.8%+3.3pp | 68.1%+13.0pp |
| Annual return | 8.82% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,283 | $2,614-50.9% | $4,154-69.1% | $2,551-49.7% |
| Participant deferral / active EE | $1,521 | $3,214-52.7% | $5,453-72.1% | $4,139-63.3% |
| Admin fee / account holder | $7,006 | $6,352+10.3% | $14,116-50.4% | $7,234-3.2% |