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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 | $100,766 | $78,690+28.1% | $161,489-37.6% | $87,485+15.2% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 9.57% | 32.74%-23.2pp | 89.72%-80.1pp | 26.06%-16.5pp |
| Employer contribution / active EE | $2,273 | $2,588-12.2% | $4,268-46.7% | $2,596-12.4% |
| Participant deferral / active EE | $9,852 | $3,311+197.6% | $5,630+75.0% | $4,274+130.5% |
| Admin fee / account holder | $4,783 | $6,724-28.9% | $16,006-70.1% | $7,775-38.5% |