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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 | $105,826 | $103,393+2.4% | $87,103+21.5% | $152,909-30.8% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 4.95% | 28.10%-23.1pp | 28.19%-23.2pp | 345.46%-340.5pp |
| Employer contribution / active EE | $9,235 | $3,221+186.7% | $2,521+266.3% | $4,764+93.9% |
| Participant deferral / active EE | $7,757 | $4,778+62.3% | $4,049+91.6% | $5,851+32.6% |
| Admin fee / account holder | $2,465 | $12,195-79.8% | $7,491-67.1% | $11,601-78.8% |