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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 | $82,906 | $53,837+54.0% | $75,714+9.5% | $85,847-3.4% |
| Participation rate | 96.9% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.6pp |
| Annual return | 12.13% | 24.54%-12.4pp | 104.62%-92.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $3,425 | $2,017+69.8% | $2,744+24.8% | $2,565+33.5% |
| Participant deferral / active EE | $7,348 | $2,895+153.8% | $3,820+92.3% | $3,952+85.9% |
| Admin fee / account holder | $2,978 | $3,339-10.8% | $3,619-17.7% | $6,261-52.4% |