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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 | $81,183 | $88,672-8.4% | $105,223-22.8% | $82,448-1.5% |
| Participation rate | 97.5% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.4pp |
| Annual return | 12.18% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,016 | $3,048-33.9% | $3,689-45.3% | $2,551-21.0% |
| Participant deferral / active EE | $3,742 | $4,036-7.3% | $5,072-26.2% | $4,139-9.6% |
| Admin fee / account holder | $19,831 | $7,146+177.5% | $8,859+123.9% | $7,234+174.1% |