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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 | $147,158 | $106,749+37.9% | $145,433+1.2% | $82,448+78.5% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 10.36% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $4,327 | $3,444+25.6% | $4,554-5.0% | $2,551+69.6% |
| Participant deferral / active EE | $4,978 | $6,519-23.6% | $7,897-37.0% | $4,139+20.3% |
| Admin fee / account holder | $23,048 | $8,390+174.7% | $13,129+75.6% | $7,234+218.6% |