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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 | $196,729 | $97,289+102.2% | $92,805+112.0% | $155,188+26.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 10.57% | 29.03%-18.5pp | 31.59%-21.0pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,627 | $8,795-47.4% | $8,448-45.2% | $6,531-29.2% |
| Admin fee / account holder | $21,953 | $12,015+82.7% | $10,911+101.2% | $14,480+51.6% |