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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 | $143,852 | $93,598+53.7% | $135,974+5.8% | $75,173+91.4% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 13.18% | 30.89%-17.7pp | 68.30%-55.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,395 | $3,538-32.3% | $4,859-50.7% | $2,671-10.3% |
| Participant deferral / active EE | $6,413 | $6,405+0.1% | $7,760-17.4% | $4,126+55.4% |
| Admin fee / account holder | $1,623 | $6,978-76.7% | $10,767-84.9% | $5,651-71.3% |