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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 | $99,262 | $124,351-20.2% | $109,188-9.1% | $167,553-40.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 5.12% | 26.04%-20.9pp | 25.76%-20.6pp | 478.89%-473.8pp |
| Employer contribution / active EE | $6,002 | $4,210+42.6% | $3,723+61.2% | $4,840+24.0% |
| Participant deferral / active EE | $1,773 | $5,257-66.3% | $4,654-61.9% | $6,343-72.1% |
| Admin fee / account holder | $1,942 | $7,975-75.7% | $6,755-71.3% | $12,316-84.2% |