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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 | $167,938 | $84,236+99.4% | $170,435-1.5% | $70,126+139.5% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 12.04% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,820 | $3,387-46.3% | $5,432-66.5% | $2,343-22.3% |
| Participant deferral / active EE | $6,930 | $3,086+124.6% | $4,939+40.3% | $3,332+108.0% |
| Admin fee / account holder | $3,347 | $5,698-41.3% | $13,881-75.9% | $4,645-27.9% |