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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 | $92,499 | $95,406-3.0% | $185,849-50.2% | $85,847+7.7% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 9.55% | 23.59%-14.0pp | 122.10%-112.5pp | 318.61%-309.1pp |
| Employer contribution / active EE | $6,796 | $3,314+105.1% | $5,169+31.5% | $2,565+164.9% |
| Participant deferral / active EE | $2,285 | $3,424-33.3% | $5,569-59.0% | $3,952-42.2% |
| Admin fee / account holder | $806 | $7,214-88.8% | $16,244-95.0% | $6,261-87.1% |