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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 | $47,479+67.3% | $62,929+26.3% | $82,448-3.6% |
| Participation rate | 76.7% | 66.9%+9.8pp | 73.1%+3.6pp | 68.1%+8.6pp |
| Annual return | 9.97% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,761 | $1,885-6.6% | $2,505-29.7% | $2,551-31.0% |
| Participant deferral / active EE | $3,072 | $2,870+7.0% | $3,888-21.0% | $4,139-25.8% |
| Admin fee / account holder | $2,753 | $3,804-27.6% | $5,065-45.6% | $7,234-62.0% |