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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 | $77,822 | $94,436-17.6% | $115,599-32.7% | $82,637-5.8% |
| Participation rate | 98.7% | 70.4%+28.3pp | 74.3%+24.4pp | 68.1%+30.7pp |
| Annual return | 10.67% | 18.37%-7.7pp | 111.10%-100.4pp | 53.51%-42.8pp |
| Employer contribution / active EE | $831 | $2,324-64.2% | $2,955-71.9% | $2,552-67.4% |
| Participant deferral / active EE | $3,321 | $3,955-16.0% | $4,889-32.1% | $4,126-19.5% |
| Admin fee / account holder | $4,493 | $10,328-56.5% | $12,841-65.0% | $7,339-38.8% |