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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 | $90,189 | $36,948+144.1% | $73,658+22.4% | $87,485+3.1% |
| Participation rate | 82.4% | 46.8%+35.5pp | 57.0%+25.3pp | 68.9%+13.4pp |
| Annual return | 12.73% | 28.64%-15.9pp | 29.72%-17.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,828 | $670+322.1% | $1,032+174.0% | $2,596+8.9% |
| Participant deferral / active EE | $3,730 | $1,379+170.5% | $2,062+80.9% | $4,274-12.7% |
| Admin fee / account holder | $14,670 | $2,531+479.7% | $3,357+337.0% | $7,775+88.7% |