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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 | $79,451 | $55,457+43.3% | $77,361+2.7% | $94,015-15.5% |
| Participation rate | 76.7% | 69.8%+6.8pp | 75.0%+1.7pp | 70.8%+5.8pp |
| Annual return | 9.97% | 15.57%-5.6pp | 1011.54%-1001.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,761 | $2,255-21.9% | $2,990-41.1% | $2,790-36.9% |
| Participant deferral / active EE | $3,072 | $3,069+0.1% | $3,911-21.5% | $4,249-27.7% |
| Admin fee / account holder | $2,753 | $4,334-36.5% | $5,894-53.3% | $8,951-69.2% |