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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 | $184,734 | $99,875+85.0% | $146,866+25.8% | $86,983+112.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 13.59% | 28.10%-14.5pp | 102.85%-89.3pp | 25.83%-12.2pp |
| Employer contribution / active EE | $2,928 | $3,224-9.2% | $4,425-33.8% | $2,584+13.3% |
| Participant deferral / active EE | $9,025 | $6,322+42.7% | $7,759+16.3% | $4,194+115.2% |
| Admin fee / account holder | $29,485 | $7,838+276.2% | $13,620+116.5% | $7,856+275.3% |