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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 | $82,350 | $77,358+6.5% | $102,184-19.4% | $87,485-5.9% |
| Participation rate | 93.1% | 78.7%+14.4pp | 82.6%+10.5pp | 68.9%+24.2pp |
| Annual return | 12.38% | 41.11%-28.7pp | 31.58%-19.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,319 | $2,562-48.5% | $3,594-63.3% | $2,596-49.2% |
| Participant deferral / active EE | $3,886 | $6,753-42.5% | $8,309-53.2% | $4,274-9.1% |
| Admin fee / account holder | $13,355 | $6,809+96.1% | $11,609+15.0% | $7,775+71.8% |