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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 | $88,672-26.9% | $105,223-38.4% | $82,448-21.4% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 9.28% | 30.86%-21.6pp | 180.65%-171.4pp | 41.64%-32.4pp |
| Employer contribution / active EE | $11,482 | $3,048+276.7% | $3,689+211.3% | $2,551+350.1% |
| Participant deferral / active EE | $7,945 | $4,036+96.9% | $5,072+56.7% | $4,139+91.9% |
| Admin fee / account holder | $12,241 | $7,146+71.3% | $8,859+38.2% | $7,234+69.2% |