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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 | $79,582 | $76,407+4.2% | $150,298-47.1% | $82,448-3.5% |
| Participation rate | 82.2% | 66.4%+15.8pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 13.12% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,280 | $2,614-12.8% | $4,154-45.1% | $2,551-10.6% |
| Participant deferral / active EE | $8,717 | $3,214+171.2% | $5,453+59.9% | $4,139+110.6% |
| Admin fee / account holder | $9,127 | $6,352+43.7% | $14,116-35.3% | $7,234+26.2% |