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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 | $93,345-30.5% | $119,126-45.6% | $87,485-25.9% |
| Participation rate | 98.2% | 68.7%+29.4pp | 75.8%+22.4pp | 68.9%+29.3pp |
| Annual return | 9.28% | 19.08%-9.8pp | 282.11%-272.8pp | 26.06%-16.8pp |
| Employer contribution / active EE | $11,482 | $3,172+262.0% | $4,034+184.7% | $2,596+342.3% |
| Participant deferral / active EE | $7,945 | $4,099+93.8% | $5,318+49.4% | $4,274+85.9% |
| Admin fee / account holder | $12,241 | $8,039+52.3% | $10,693+14.5% | $7,775+57.4% |