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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 | $91,145 | $145,431-37.3% | $211,142-56.8% | $87,485+4.2% |
| Participation rate | 75.9% | 84.7%-8.9pp | 87.3%-11.4pp | 68.9%+6.9pp |
| Annual return | 12.47% | 27.21%-14.7pp | 46.84%-34.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $11,524 | $4,662+147.2% | $6,442+78.9% | $2,596+343.9% |
| Participant deferral / active EE | $18,242 | $6,859+166.0% | $9,284+96.5% | $4,274+326.9% |
| Admin fee / account holder | $9,694 | $17,052-43.1% | $19,076-49.2% | $7,775+24.7% |