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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 | $57,590+144.3% | $86,233+63.2% | $82,448+70.7% |
| Participation rate | 76.0% | 57.9%+18.1pp | 69.0%+7.0pp | 68.1%+7.9pp |
| Annual return | 13.10% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,985 | $1,655+140.8% | $2,504+59.1% | $2,551+56.2% |
| Participant deferral / active EE | $11,283 | $3,080+266.3% | $4,559+147.5% | $4,139+172.6% |
| Admin fee / account holder | $30,477 | $4,730+544.3% | $8,342+265.3% | $7,234+321.3% |