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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 | $100,095 | $54,757+82.8% | $90,304+10.8% | $72,975+37.2% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.3%+24.4pp | 69.5%+28.2pp |
| Annual return | 4.62% | 30.63%-26.0pp | 78.13%-73.5pp | 81.01%-76.4pp |
| Employer contribution / active EE | $2,716 | $2,093+29.7% | $2,855-4.9% | $2,440+11.3% |
| Participant deferral / active EE | $2,028 | $2,887-29.8% | $3,885-47.8% | $3,608-43.8% |
| Admin fee / account holder | $9,137 | $3,973+130.0% | $5,354+70.7% | $5,124+78.3% |