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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 | $64,845 | $105,284-38.4% | $150,734-57.0% | $94,015-31.0% |
| Participation rate | 98.2% | 71.7%+26.4pp | 78.4%+19.7pp | 70.8%+27.4pp |
| Annual return | 9.28% | 15.67%-6.4pp | 600.81%-591.5pp | 17.84%-8.6pp |
| Employer contribution / active EE | $11,482 | $3,599+219.1% | $4,918+133.5% | $2,790+311.5% |
| Participant deferral / active EE | $7,945 | $4,274+85.9% | $5,610+41.6% | $4,249+87.0% |
| Admin fee / account holder | $12,241 | $9,839+24.4% | $14,905-17.9% | $8,951+36.8% |