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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 | $99,875+87.0% | $146,866+27.2% | $86,983+114.7% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 11.49% | 28.10%-16.6pp | 102.85%-91.4pp | 25.83%-14.3pp |
| Employer contribution / active EE | $2,290 | $3,224-29.0% | $4,425-48.2% | $2,584-11.4% |
| Participant deferral / active EE | $5,030 | $6,322-20.4% | $7,759-35.2% | $4,194+19.9% |
| Admin fee / account holder | $1,320 | $7,838-83.2% | $13,620-90.3% | $7,856-83.2% |