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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 | $114,058 | $49,025+132.7% | $87,502+30.3% | $62,881+81.4% |
| Participation rate | 87.8% | 64.9%+22.9pp | 73.8%+14.0pp | 69.3%+18.5pp |
| Annual return | 3.67% | 10.02%-6.4pp | 12.21%-8.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $8,156 | $1,372+494.5% | $2,550+219.9% | $2,281+257.6% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26,211 | $4,065+544.7% | $4,221+521.0% | $4,296+510.2% |