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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 | $75,591 | $73,988+2.2% | $96,538-21.7% | $75,177+0.5% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.2pp |
| Annual return | 11.58% | 26.73%-15.1pp | 35.74%-24.2pp | 160.75%-149.2pp |
| Employer contribution / active EE | $14,154 | $2,930+383.0% | $3,740+278.4% | $2,671+429.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,649 | $5,220+46.5% | $6,737+13.5% | $5,651+35.3% |