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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 | $142,847 | $201,372-29.1% | $184,260-22.5% | $145,884-2.1% |
| Participation rate | 84.2% | 87.5%-3.3pp | 86.8%-2.6pp | 80.3%+3.9pp |
| Annual return | 8.75% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $3,947 | $7,024-43.8% | $6,427-38.6% | $4,662-15.3% |
| Participant deferral / active EE | $7,254 | $9,808-26.0% | $9,133-20.6% | $6,690+8.4% |
| Admin fee / account holder | $1,451 | $16,362-91.1% | $13,898-89.6% | $13,392-89.2% |