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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 | $147,228 | $81,331+81.0% | $155,534-5.3% | $80,935+81.9% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 9.54% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,927 | $3,105-37.9% | $4,675-58.8% | $2,757-30.1% |
| Participant deferral / active EE | $7,122 | $3,454+106.2% | $5,630+26.5% | $4,299+65.7% |
| Admin fee / account holder | $11,410 | $7,999+42.6% | $15,900-28.2% | $6,924+64.8% |