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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 | $184,545 | $108,825+69.6% | $156,181+18.2% | $82,448+123.8% |
| Participation rate | 79.3% | 72.4%+6.9pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | 10.83% | 20.59%-9.8pp | 64.87%-54.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,504 | $2,870-12.8% | $4,294-41.7% | $2,551-1.8% |
| Participant deferral / active EE | $5,926 | $4,577+29.5% | $6,132-3.4% | $4,139+43.2% |
| Admin fee / account holder | $17,477 | $9,341+87.1% | $14,586+19.8% | $7,234+141.6% |