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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 | $85,293 | $75,541+12.9% | $152,093-43.9% | $82,637+3.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.63% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $4,506 | $2,622+71.8% | $4,175+7.9% | $2,552+76.6% |
| Participant deferral / active EE | $5,761 | $3,206+79.7% | $5,451+5.7% | $4,126+39.6% |
| Admin fee / account holder | $3,123 | $6,405-51.2% | $14,497-78.5% | $7,339-57.4% |