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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 | $154,163 | $80,992+90.3% | $96,534+59.7% | $75,173+105.1% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 9.18% | 27.05%-17.9pp | 25.88%-16.7pp | 160.72%-151.5pp |
| Employer contribution / active EE | $1,169 | $2,283-48.8% | $2,965-60.6% | $2,671-56.2% |
| Participant deferral / active EE | $7,615 | $3,929+93.8% | $4,851+57.0% | $4,126+84.5% |
| Admin fee / account holder | $733 | $6,717-89.1% | $8,253-91.1% | $5,651-87.0% |