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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 | $132,034 | $124,980+5.6% | $108,359+21.8% | $154,746-14.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 2.85% | 45.00%-42.2pp | 36.89%-34.0pp | 172.34%-169.5pp |
| Employer contribution / active EE | $1,874 | $2,851-34.3% | $2,399-21.9% | $4,379-57.2% |
| Participant deferral / active EE | $2,033 | $4,743-57.1% | $4,137-50.9% | $6,730-69.8% |
| Admin fee / account holder | $39,426 | $11,502+242.8% | $9,741+304.7% | $14,365+174.5% |