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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 | $140,711 | $58,057+142.4% | $97,032+45.0% | $86,983+61.8% |
| Participation rate | 76.0% | 60.4%+15.6pp | 71.6%+4.4pp | 69.5%+6.5pp |
| Annual return | 13.10% | 22.26%-9.2pp | 35.38%-22.3pp | 25.83%-12.7pp |
| Employer contribution / active EE | $3,985 | $1,663+139.6% | $2,629+51.6% | $2,584+54.2% |
| Participant deferral / active EE | $11,283 | $3,244+247.8% | $4,672+141.5% | $4,194+169.0% |
| Admin fee / account holder | $30,477 | $4,839+529.9% | $9,418+223.6% | $7,856+287.9% |