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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 | $60,442+116.6% | $96,754+35.3% | $87,485+49.7% |
| Participation rate | 89.7% | 58.7%+30.9pp | 70.3%+19.4pp | 68.9%+20.7pp |
| Annual return | 12.44% | 21.97%-9.5pp | 82.04%-69.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $421 | $1,691-75.1% | $2,679-84.3% | $2,596-83.8% |
| Participant deferral / active EE | $4,203 | $3,280+28.1% | $4,758-11.7% | $4,274-1.7% |
| Admin fee / account holder | $2,590 | $5,069-48.9% | $8,905-70.9% | $7,775-66.7% |