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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 | $97,551 | $98,776-1.2% | $149,745-34.9% | $79,856+22.2% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 11.31% | 27.38%-16.1pp | 276.72%-265.4pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,080 | $3,217-35.4% | $4,646-55.2% | $2,471-15.8% |
| Participant deferral / active EE | $2,738 | $5,681-51.8% | $6,843-60.0% | $3,741-26.8% |
| Admin fee / account holder | $7,440 | $6,053+22.9% | $9,312-20.1% | $5,306+40.2% |