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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 | $98,669 | $94,031+4.9% | $115,768-14.8% | $82,448+19.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.4%+21.6pp | 68.1%+27.9pp |
| Annual return | 10.82% | 20.61%-9.8pp | 100.46%-89.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,567 | $2,323-32.5% | $2,940-46.7% | $2,551-38.6% |
| Participant deferral / active EE | $5,478 | $3,972+37.9% | $4,917+11.4% | $4,139+32.3% |
| Admin fee / account holder | $13,998 | $10,249+36.6% | $12,439+12.5% | $7,234+93.5% |