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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 | $143,462 | $78,425+82.9% | $95,956+49.5% | $79,858+79.6% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 5.69% | 19.37%-13.7pp | 91.63%-85.9pp | 31.72%-26.0pp |
| Employer contribution / active EE | $2,031 | $1,945+4.4% | $2,541-20.1% | $2,471-17.8% |
| Participant deferral / active EE | $5,429 | $3,440+57.8% | $4,167+30.3% | $3,740+45.1% |
| Admin fee / account holder | $7,741 | $5,622+37.7% | $6,797+13.9% | $5,306+45.9% |