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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 | $158,647 | $76,407+107.6% | $150,298+5.6% | $82,448+92.4% |
| Participation rate | 72.0% | 66.4%+5.6pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 13.01% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,529 | $2,614-41.5% | $4,154-63.2% | $2,551-40.1% |
| Participant deferral / active EE | $6,347 | $3,214+97.5% | $5,453+16.4% | $4,139+53.3% |
| Admin fee / account holder | $11,129 | $6,352+75.2% | $14,116-21.2% | $7,234+53.8% |