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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 | $64,462 | $78,690-18.1% | $161,489-60.1% | $87,485-26.3% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 11.49% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,871 | $2,588+10.9% | $4,268-32.7% | $2,596+10.6% |
| Participant deferral / active EE | $2,986 | $3,311-9.8% | $5,630-47.0% | $4,274-30.1% |
| Admin fee / account holder | $2,088 | $6,724-68.9% | $16,006-87.0% | $7,775-73.1% |