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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 | $130,937 | $58,057+125.5% | $97,032+34.9% | $86,983+50.5% |
| Participation rate | 89.7% | 60.4%+29.3pp | 71.6%+18.1pp | 69.5%+20.1pp |
| Annual return | 12.44% | 22.26%-9.8pp | 35.38%-22.9pp | 25.83%-13.4pp |
| Employer contribution / active EE | $421 | $1,663-74.7% | $2,629-84.0% | $2,584-83.7% |
| Participant deferral / active EE | $4,203 | $3,244+29.6% | $4,672-10.0% | $4,194+0.2% |
| Admin fee / account holder | $2,590 | $4,839-46.5% | $9,418-72.5% | $7,856-67.0% |