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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 | $152,105 | $58,627+159.4% | $76,735+98.2% | $82,448+84.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 69.5%+5.5pp | 68.1%+6.9pp |
| Annual return | 10.96% | 39.10%-28.1pp | 29.77%-18.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $3,746 | $1,729+116.6% | $2,454+52.6% | $2,551+46.9% |
| Participant deferral / active EE | $4,977 | $3,134+58.8% | $4,088+21.7% | $4,139+20.2% |
| Admin fee / account holder | $17,759 | $5,323+233.7% | $7,189+147.0% | $7,234+145.5% |