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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 | $179,839 | $58,627+206.7% | $76,735+134.4% | $82,448+118.1% |
| Participation rate | 92.3% | 63.2%+29.1pp | 69.5%+22.8pp | 68.1%+24.2pp |
| Annual return | 3.50% | 39.10%-35.6pp | 29.77%-26.3pp | 41.64%-38.1pp |
| Employer contribution / active EE | $1,774 | $1,729+2.6% | $2,454-27.7% | $2,551-30.4% |
| Participant deferral / active EE | $3,540 | $3,134+13.0% | $4,088-13.4% | $4,139-14.5% |
| Admin fee / account holder | $8,807 | $5,323+65.5% | $7,189+22.5% | $7,234+21.7% |