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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 | $95,194 | $77,574+22.7% | $108,753-12.5% | $86,983+9.4% |
| Participation rate | 86.3% | 62.3%+24.0pp | 71.1%+15.2pp | 69.5%+16.7pp |
| Annual return | 4.14% | 18.42%-14.3pp | 37.47%-33.3pp | 25.83%-21.7pp |
| Employer contribution / active EE | $414 | $1,611-74.3% | $2,427-82.9% | $2,584-84.0% |
| Participant deferral / active EE | $5,220 | $3,128+66.9% | $4,115+26.9% | $4,194+24.5% |
| Admin fee / account holder | $25,092 | $6,529+284.3% | $10,320+143.1% | $7,856+219.4% |