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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 | $91,992 | $96,731-4.9% | $123,973-25.8% | $86,983+5.8% |
| Participation rate | 97.3% | 70.0%+27.3pp | 76.7%+20.6pp | 69.5%+27.8pp |
| Annual return | 5.73% | 17.33%-11.6pp | 388.13%-382.4pp | 25.83%-20.1pp |
| Employer contribution / active EE | $2,509 | $3,297-23.9% | $4,126-39.2% | $2,584-2.9% |
| Participant deferral / active EE | $3,893 | $4,152-6.2% | $5,247-25.8% | $4,194-7.2% |
| Admin fee / account holder | $9,450 | $8,722+8.3% | $11,799-19.9% | $7,856+20.3% |