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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 | $92,381 | $54,757+68.7% | $90,300+2.3% | $72,983+26.6% |
| Participation rate | 89.7% | 65.1%+24.6pp | 73.3%+16.5pp | 69.5%+20.3pp |
| Annual return | 15.65% | 30.63%-15.0pp | 78.11%-62.5pp | 81.01%-65.4pp |
| Employer contribution / active EE | $5,077 | $2,092+142.6% | $2,854+77.9% | $2,440+108.1% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,801 | $3,972+46.1% | $5,353+8.4% | $5,124+13.2% |