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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 | $50,554+57.2% | $67,681+17.4% | $87,485-9.2% |
| Participation rate | 76.7% | 67.7%+8.9pp | 73.7%+2.9pp | 68.9%+7.7pp |
| Annual return | 9.97% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,761 | $1,988-11.4% | $2,678-34.2% | $2,596-32.2% |
| Participant deferral / active EE | $3,072 | $2,961+3.7% | $3,976-22.7% | $4,274-28.1% |
| Admin fee / account holder | $2,753 | $4,132-33.4% | $6,100-54.9% | $7,775-64.6% |