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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 | $57,590+127.4% | $86,233+51.8% | $82,448+58.8% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.0%+20.6pp | 68.1%+21.6pp |
| Annual return | 12.44% | 22.41%-10.0pp | 61.39%-48.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $421 | $1,655-74.6% | $2,504-83.2% | $2,551-83.5% |
| Participant deferral / active EE | $4,203 | $3,080+36.5% | $4,559-7.8% | $4,139+1.5% |
| Admin fee / account holder | $2,590 | $4,730-45.2% | $8,342-68.9% | $7,234-64.2% |