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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 | $59,440+121.5% | $78,004+68.8% | $82,637+59.3% |
| Participation rate | 73.7% | 62.8%+10.9pp | 69.4%+4.2pp | 68.1%+5.6pp |
| Annual return | 12.50% | 40.24%-27.7pp | 31.07%-18.6pp | 53.51%-41.0pp |
| Employer contribution / active EE | $2,406 | $1,750+37.5% | $2,469-2.5% | $2,552-5.7% |
| Participant deferral / active EE | $4,138 | $3,138+31.8% | $4,092+1.1% | $4,126+0.3% |
| Admin fee / account holder | $15,732 | $5,504+185.8% | $7,578+107.6% | $7,339+114.4% |