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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 | $151,140 | $108,825+38.9% | $156,181-3.2% | $82,448+83.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 12.00% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,976 | $2,870-31.2% | $4,294-54.0% | $2,551-22.5% |
| Participant deferral / active EE | $3,992 | $4,577-12.8% | $6,132-34.9% | $4,139-3.6% |
| Admin fee / account holder | $17,163 | $9,341+83.7% | $14,586+17.7% | $7,234+137.2% |