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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 | $50,244 | $45,050+11.5% | $63,018-20.3% | $70,126-28.4% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 11.25% | 18.76%-7.5pp | 87.62%-76.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,792 | $2,052+36.1% | $2,761+1.1% | $2,343+19.2% |
| Participant deferral / active EE | $7,273 | $2,466+195.0% | $3,330+118.4% | $3,332+118.3% |
| Admin fee / account holder | $5,820 | $2,834+105.4% | $3,601+61.6% | $4,645+25.3% |