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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 | $92,733 | $65,361+41.9% | $92,903-0.2% | $72,983+27.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.85% | 42.11%-28.3pp | 109.43%-95.6pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,600 | $2,594-38.3% | $3,653-56.2% | $2,440-34.4% |
| Participant deferral / active EE | $1,644 | $3,128-47.4% | $4,238-61.2% | $3,608-54.4% |
| Admin fee / account holder | $7,612 | $4,251+79.1% | $5,795+31.4% | $5,124+48.5% |