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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 | $145,611 | $80,992+79.8% | $96,534+50.8% | $75,173+93.7% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 7.58% | 27.05%-19.5pp | 25.88%-18.3pp | 160.72%-153.1pp |
| Employer contribution / active EE | $1,644 | $2,283-28.0% | $2,965-44.6% | $2,671-38.5% |
| Participant deferral / active EE | $6,350 | $3,929+61.6% | $4,851+30.9% | $4,126+53.9% |
| Admin fee / account holder | $3,364 | $6,717-49.9% | $8,253-59.2% | $5,651-40.5% |