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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 | $103,943 | $108,825-4.5% | $156,181-33.4% | $82,448+26.1% |
| Participation rate | 83.8% | 72.4%+11.4pp | 78.8%+5.0pp | 68.1%+15.7pp |
| Annual return | 7.04% | 20.59%-13.6pp | 64.87%-57.8pp | 41.64%-34.6pp |
| Employer contribution / active EE | $1,123 | $2,870-60.9% | $4,294-73.8% | $2,551-56.0% |
| Participant deferral / active EE | $3,058 | $4,577-33.2% | $6,132-50.1% | $4,139-26.1% |
| Admin fee / account holder | $21,972 | $9,341+135.2% | $14,586+50.6% | $7,234+203.7% |