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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 | $155,218 | $124,425+24.7% | $112,040+38.5% | $137,256+13.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 9.97% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,527 | $3,411-55.2% | $2,954-48.3% | $4,156-63.3% |
| Participant deferral / active EE | $4,034 | $5,718-29.5% | $5,098-20.9% | $6,407-37.0% |
| Admin fee / account holder | $922 | $15,207-93.9% | $12,098-92.4% | $12,270-92.5% |