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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 | $65,066 | $129,737-49.8% | $119,126-45.4% | $154,746-58.0% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 9.22% | 379.08%-369.9pp | 282.11%-272.9pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,224 | $4,375-72.0% | $4,034-69.7% | $4,379-72.1% |
| Participant deferral / active EE | $12,983 | $5,842+122.2% | $5,318+144.1% | $6,730+92.9% |
| Admin fee / account holder | $1,393 | $11,961-88.4% | $10,693-87.0% | $14,365-90.3% |