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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 | $189,257 | $95,453+98.3% | $112,040+68.9% | $82,448+129.5% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 12.11% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $766 | $2,318-67.0% | $2,954-74.1% | $2,551-70.0% |
| Participant deferral / active EE | $3,964 | $4,224-6.2% | $5,098-22.2% | $4,139-4.2% |
| Admin fee / account holder | $3,315 | $9,013-63.2% | $12,098-72.6% | $7,234-54.2% |