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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 | $180,781 | $65,712+175.1% | $57,196+216.1% | $273,972-34.0% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 0.58% | 22.01%-21.4pp | 14.59%-14.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,841 | $3,280-43.9% | $2,683-31.4% | $4,869-62.2% |
| Participant deferral / active EE | $3,110 | $3,782-17.8% | $3,096+0.5% | $5,287-41.2% |
| Admin fee / account holder | $3,654 | $4,838-24.5% | $3,141+16.3% | $10,133-63.9% |