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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 | $91,257 | $108,825-16.1% | $156,181-41.6% | $82,448+10.7% |
| Participation rate | 93.5% | 72.4%+21.1pp | 78.8%+14.7pp | 68.1%+25.4pp |
| Annual return | 3.18% | 20.59%-17.4pp | 64.87%-61.7pp | 41.64%-38.5pp |
| Employer contribution / active EE | $1,386 | $2,870-51.7% | $4,294-67.7% | $2,551-45.7% |
| Participant deferral / active EE | $6,947 | $4,577+51.8% | $6,132+13.3% | $4,139+67.8% |
| Admin fee / account holder | $12,205 | $9,341+30.7% | $14,586-16.3% | $7,234+68.7% |