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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 | $144,503 | $91,559+57.8% | $133,978+7.9% | $79,856+81.0% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 6.03% | 61.85%-55.8pp | 45.10%-39.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $3,536 | $2,384+48.3% | $3,919-9.8% | $2,471+43.1% |
| Participant deferral / active EE | $5,619 | $3,734+50.5% | $5,047+11.3% | $3,741+50.2% |
| Admin fee / account holder | $4,851 | $6,321-23.3% | $8,930-45.7% | $5,306-8.6% |