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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 | $123,617 | $89,259+38.5% | $107,187+15.3% | $82,637+49.6% |
| Participation rate | 72.5% | 67.9%+4.6pp | 75.0%-2.5pp | 68.1%+4.4pp |
| Annual return | 12.24% | 21.02%-8.8pp | 204.55%-192.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $2,457 | $3,080-20.2% | $3,782-35.0% | $2,552-3.7% |
| Participant deferral / active EE | $4,522 | $4,037+12.0% | $5,096-11.3% | $4,126+9.6% |
| Admin fee / account holder | $4,573 | $7,381-38.1% | $9,162-50.1% | $7,339-37.7% |