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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 | $106,524+75.3% | $152,301+22.6% | $87,485+113.5% |
| Participation rate | 79.4% | 75.8%+3.7pp | 82.4%-3.0pp | 68.9%+10.5pp |
| Annual return | 11.49% | 26.89%-15.4pp | 80.50%-69.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,290 | $3,371-32.1% | $4,624-50.5% | $2,596-11.8% |
| Participant deferral / active EE | $5,030 | $6,525-22.9% | $8,004-37.2% | $4,274+17.7% |
| Admin fee / account holder | $1,320 | $8,287-84.1% | $14,398-90.8% | $7,775-83.0% |