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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 | $89,205 | $111,535-20.0% | $105,223-15.2% | $137,256-35.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 11.02% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,099 | $3,939+29.4% | $3,689+38.2% | $4,156+22.7% |
| Participant deferral / active EE | $10,461 | $5,500+90.2% | $5,072+106.3% | $6,407+63.3% |
| Admin fee / account holder | $7,117 | $9,721-26.8% | $8,859-19.7% | $12,270-42.0% |