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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 | $186,755 | $106,749+74.9% | $145,433+28.4% | $82,448+126.5% |
| Participation rate | 79.4% | 75.6%+3.8pp | 82.1%-2.7pp | 68.1%+11.3pp |
| Annual return | 11.49% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,290 | $3,444-33.5% | $4,554-49.7% | $2,551-10.2% |
| Participant deferral / active EE | $5,030 | $6,519-22.8% | $7,897-36.3% | $4,139+21.5% |
| Admin fee / account holder | $1,320 | $8,390-84.3% | $13,129-89.9% | $7,234-81.8% |