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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 | $224,778 | $99,875+125.1% | $146,866+53.1% | $86,983+158.4% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.5%-9.2pp | 69.5%+3.8pp |
| Annual return | 13.53% | 28.10%-14.6pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $333 | $3,224-89.7% | $4,425-92.5% | $2,584-87.1% |
| Participant deferral / active EE | $5,657 | $6,322-10.5% | $7,759-27.1% | $4,194+34.9% |
| Admin fee / account holder | $16,643 | $7,838+112.3% | $13,620+22.2% | $7,856+111.9% |