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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 | $140,501 | $74,535+88.5% | $100,712+39.5% | $82,637+70.0% |
| Participation rate | 81.8% | 61.2%+20.6pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 10.95% | 18.92%-8.0pp | 33.27%-22.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,163 | $3,074+68.0% | $4,085+26.4% | $4,126+25.1% |
| Admin fee / account holder | $3,557 | $6,576-45.9% | $9,256-61.6% | $7,339-51.5% |