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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 | $91,031 | $67,602+34.7% | $82,312+10.6% | $70,126+29.8% |
| Participation rate | 96.2% | 72.8%+23.5pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 10.72% | 21.57%-10.8pp | 25.88%-15.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $4,528 | $1,755+158.0% | $2,428+86.5% | $2,343+93.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,012 | $4,512-77.6% | $5,608-82.0% | $4,645-78.2% |