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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 | $85,634 | $76,407+12.1% | $150,298-43.0% | $82,448+3.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 5.85% | 39.99%-34.1pp | 62.79%-56.9pp | 41.64%-35.8pp |
| Employer contribution / active EE | $4,483 | $2,614+71.5% | $4,154+7.9% | $2,551+75.7% |
| Participant deferral / active EE | $6,848 | $3,214+113.0% | $5,453+25.6% | $4,139+65.4% |
| Admin fee / account holder | $5,041 | $6,352-20.6% | $14,116-64.3% | $7,234-30.3% |