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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 | $75,526 | $88,672-14.8% | $105,223-28.2% | $82,448-8.4% |
| Participation rate | 80.7% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.6pp |
| Annual return | 12.45% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,385 | $3,048-21.8% | $3,689-35.3% | $2,551-6.5% |
| Participant deferral / active EE | $4,416 | $4,036+9.4% | $5,072-12.9% | $4,139+6.7% |
| Admin fee / account holder | $14,473 | $7,146+102.5% | $8,859+63.4% | $7,234+100.1% |