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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 | $109,331 | $94,031+16.3% | $115,768-5.6% | $82,448+32.6% |
| Participation rate | 77.4% | 70.4%+7.0pp | 74.4%+3.0pp | 68.1%+9.4pp |
| Annual return | 9.29% | 20.61%-11.3pp | 100.46%-91.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,320 | $2,323-43.2% | $2,940-55.1% | $2,551-48.3% |
| Participant deferral / active EE | $3,227 | $3,972-18.8% | $4,917-34.4% | $4,139-22.0% |
| Admin fee / account holder | $2,971 | $10,249-71.0% | $12,439-76.1% | $7,234-58.9% |