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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 | $146,939 | $91,086+61.3% | $203,872-27.9% | $86,983+68.9% |
| Participation rate | 88.5% | 65.8%+22.6pp | 77.8%+10.7pp | 69.5%+18.9pp |
| Annual return | 10.86% | 22.30%-11.4pp | 85.11%-74.2pp | 25.83%-15.0pp |
| Employer contribution / active EE | $3,373 | $2,063+63.5% | $3,757-10.2% | $2,584+30.5% |
| Participant deferral / active EE | $8,156 | $4,019+102.9% | $6,388+27.7% | $4,194+94.5% |
| Admin fee / account holder | $61,240 | $8,987+581.4% | $11,730+422.1% | $7,856+679.5% |