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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 | $90,471 | $62,549+44.6% | $85,705+5.6% | $85,851+5.4% |
| Participation rate | 87.3% | 61.1%+26.1pp | 69.9%+17.4pp | 69.3%+18.0pp |
| Annual return | 10.73% | 23.77%-13.0pp | 21.49%-10.8pp | 318.63%-307.9pp |
| Employer contribution / active EE | $506 | $1,755-71.2% | $2,619-80.7% | $2,565-80.3% |
| Participant deferral / active EE | $3,015 | $2,802+7.6% | $3,924-23.2% | $3,952-23.7% |
| Admin fee / account holder | $2,824 | $4,644-39.2% | $6,877-58.9% | $6,261-54.9% |