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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 | $114,276 | $91,086+25.5% | $203,872-43.9% | $86,983+31.4% |
| Participation rate | 74.1% | 65.8%+8.2pp | 77.8%-3.7pp | 69.5%+4.5pp |
| Annual return | 12.39% | 22.30%-9.9pp | 85.11%-72.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,009 | $2,063-51.1% | $3,757-73.2% | $2,584-61.0% |
| Participant deferral / active EE | $3,203 | $4,019-20.3% | $6,388-49.9% | $4,194-23.6% |
| Admin fee / account holder | $7,743 | $8,987-13.8% | $11,730-34.0% | $7,856-1.4% |