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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 | $95,163 | $74,535+27.7% | $100,712-5.5% | $82,637+15.2% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.3%+27.0pp | 68.1%+28.2pp |
| Annual return | 12.13% | 18.92%-6.8pp | 33.27%-21.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,038 | $1,503-30.9% | $2,313-55.1% | $2,552-59.3% |
| Participant deferral / active EE | $2,649 | $3,074-13.8% | $4,085-35.2% | $4,126-35.8% |
| Admin fee / account holder | $15,538 | $6,576+136.3% | $9,256+67.9% | $7,339+111.7% |