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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 | $70,728 | $53,128+33.1% | $86,582-18.3% | $70,126+0.9% |
| Participation rate | 90.4% | 65.3%+25.1pp | 73.5%+16.8pp | 69.5%+20.8pp |
| Annual return | 10.76% | 27.66%-16.9pp | 965.08%-954.3pp | 73.15%-62.4pp |
| Employer contribution / active EE | $1,453 | $2,068-29.7% | $2,839-48.8% | $2,343-38.0% |
| Participant deferral / active EE | $2,453 | $2,695-9.0% | $3,609-32.0% | $3,332-26.4% |
| Admin fee / account holder | $2,699 | $3,584-24.7% | $4,904-45.0% | $4,645-41.9% |