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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 | $64,936 | $78,707-17.5% | $117,861-44.9% | $70,126-7.4% |
| Participation rate | 85.1% | 73.2%+11.9pp | 79.7%+5.4pp | 69.5%+15.6pp |
| Annual return | 11.48% | 23.30%-11.8pp | 335.11%-323.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $2,942 | $2,223+32.3% | $3,786-22.3% | $2,343+25.6% |
| Participant deferral / active EE | $1,661 | $3,297-49.6% | $4,482-62.9% | $3,332-50.2% |
| Admin fee / account holder | $1,628 | $5,066-67.9% | $8,021-79.7% | $4,645-64.9% |