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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 | $89,259-27.4% | $107,187-39.5% | $82,637-21.5% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 9.28% | 21.02%-11.7pp | 204.55%-195.3pp | 53.51%-44.2pp |
| Employer contribution / active EE | $11,482 | $3,080+272.8% | $3,782+203.6% | $2,552+349.9% |
| Participant deferral / active EE | $7,945 | $4,037+96.8% | $5,096+55.9% | $4,126+92.6% |
| Admin fee / account holder | $12,241 | $7,381+65.8% | $9,162+33.6% | $7,339+66.8% |