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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 | $67,310 | $117,895-42.9% | $102,460-34.3% | $145,897-53.9% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 6.40% | 31.92%-25.5pp | 29.47%-23.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $3,966 | $3,619+9.6% | $3,025+31.1% | $4,663-14.9% |
| Participant deferral / active EE | $4,071 | $5,736-29.0% | $5,056-19.5% | $6,689-39.1% |
| Admin fee / account holder | $10,441 | $13,353-21.8% | $9,460+10.4% | $13,390-22.0% |