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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 | $142,215 | $117,829+20.7% | $102,423+38.9% | $145,877-2.5% |
| Participation rate | 78.9% | 78.6%+0.3pp | 76.5%+2.4pp | 80.3%-1.4pp |
| Annual return | 3.43% | 31.83%-28.4pp | 29.42%-26.0pp | 551.28%-547.9pp |
| Employer contribution / active EE | $1,766 | $3,615-51.1% | $3,023-41.6% | $4,663-62.1% |
| Participant deferral / active EE | $2,537 | $5,732-55.7% | $5,054-49.8% | $6,691-62.1% |
| Admin fee / account holder | $6,284 | $13,335-52.9% | $9,455-33.5% | $13,402-53.1% |