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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 | $69,369 | $111,535-37.8% | $105,223-34.1% | $137,256-49.5% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 11.30% | 237.85%-226.6pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,553 | $3,939-35.2% | $3,689-30.8% | $4,156-38.6% |
| Participant deferral / active EE | $3,876 | $5,500-29.5% | $5,072-23.6% | $6,407-39.5% |
| Admin fee / account holder | $4,919 | $9,721-49.4% | $8,859-44.5% | $12,270-59.9% |