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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 | $131,680 | $58,627+124.6% | $76,735+71.6% | $82,448+59.7% |
| Participation rate | 73.7% | 63.2%+10.5pp | 69.5%+4.2pp | 68.1%+5.6pp |
| Annual return | 12.50% | 39.10%-26.6pp | 29.77%-17.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,406 | $1,729+39.1% | $2,454-2.0% | $2,551-5.7% |
| Participant deferral / active EE | $4,138 | $3,134+32.1% | $4,088+1.2% | $4,1390% |
| Admin fee / account holder | $15,732 | $5,323+195.6% | $7,189+118.8% | $7,234+117.5% |