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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 | $73,789 | $65,395+12.8% | $182,531-59.6% | $72,983+1.1% |
| Participation rate | 92.1% | 65.4%+26.7pp | 78.0%+14.1pp | 69.5%+22.6pp |
| Annual return | 15.72% | 27.68%-12.0pp | 148.57%-132.9pp | 81.01%-65.3pp |
| Employer contribution / active EE | $727 | $1,911-62.0% | $4,075-82.2% | $2,440-70.2% |
| Participant deferral / active EE | $8,183 | $3,563+129.7% | $5,525+48.1% | $3,608+126.8% |
| Admin fee / account holder | $10,599 | $4,245+149.7% | $8,593+23.3% | $5,124+106.8% |