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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 | $73,988 | $85,766-13.7% | $136,298-45.7% | $70,126+5.5% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 13.12% | 31.46%-18.3pp | 5156.27%-5143.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,979 | $2,966-33.3% | $4,696-57.9% | $2,343-15.5% |
| Participant deferral / active EE | $2,869 | $5,051-43.2% | $6,247-54.1% | $3,332-13.9% |
| Admin fee / account holder | $3,070 | $5,421-43.4% | $9,244-66.8% | $4,645-33.9% |