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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 | $79,954 | $25,014+219.6% | $69,632+14.8% | $80,959-1.2% |
| Participation rate | 79.4% | 64.2%+15.2pp | 66.4%+12.9pp | 67.7%+11.7pp |
| Annual return | 11.13% | 19.08%-7.9pp | 101.32%-90.2pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,566 | $991+57.9% | $1,708-8.4% | $2,757-43.2% |
| Participant deferral / active EE | $4,785 | $1,840+160.1% | $2,889+65.6% | $4,300+11.3% |
| Admin fee / account holder | $4,426 | $2,491+77.7% | $4,695-5.7% | $6,925-36.1% |