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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 | $162,189 | $67,602+139.9% | $82,312+97.0% | $70,126+131.3% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 4.98% | 21.57%-16.6pp | 25.88%-20.9pp | 73.15%-68.2pp |
| Employer contribution / active EE | $14,154 | $1,755+706.5% | $2,428+482.9% | $2,343+504.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,482 | $4,512+243.1% | $5,608+176.1% | $4,645+233.3% |