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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 | $115,419 | $80,985+42.5% | $96,576+19.5% | $75,181+53.5% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 12.51% | 27.05%-14.5pp | 25.87%-13.4pp | 160.69%-148.2pp |
| Employer contribution / active EE | $1,564 | $2,282-31.5% | $2,965-47.2% | $2,671-41.4% |
| Participant deferral / active EE | $4,799 | $3,929+22.2% | $4,851-1.1% | $4,126+16.3% |
| Admin fee / account holder | $18,537 | $6,719+175.9% | $8,253+124.6% | $5,650+228.1% |