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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 | $89,374 | $58,848+51.9% | $88,179+1.4% | $82,637+8.2% |
| Participation rate | 82.9% | 57.9%+25.0pp | 69.1%+13.7pp | 68.1%+14.8pp |
| Annual return | 9.57% | 22.76%-13.2pp | 64.97%-55.4pp | 53.51%-43.9pp |
| Employer contribution / active EE | $2,712 | $1,678+61.6% | $2,549+6.4% | $2,552+6.3% |
| Participant deferral / active EE | $6,488 | $3,124+107.7% | $4,614+40.6% | $4,126+57.2% |
| Admin fee / account holder | $6,213 | $4,795+29.6% | $7,673-19.0% | $7,339-15.3% |