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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 | $128,232 | $52,279+145.3% | $89,435+43.4% | $79,856+60.6% |
| Participation rate | 81.8% | 57.5%+24.3pp | 68.0%+13.8pp | 69.6%+12.2pp |
| Annual return | 1.96% | 22.16%-20.2pp | 245.55%-243.6pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,766 | $1,572+12.4% | $2,587-31.7% | $2,471-28.5% |
| Participant deferral / active EE | $3,482 | $2,740+27.1% | $3,890-10.5% | $3,741-6.9% |
| Admin fee / account holder | $2,166 | $3,356-35.5% | $4,884-55.7% | $5,306-59.2% |