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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 | $65,185 | $51,638+26.2% | $68,368-4.7% | $82,448-20.9% |
| Participation rate | 97.2% | 63.6%+33.6pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 11.68% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,446 | $2,047-29.4% | $2,649-45.4% | $2,551-43.3% |
| Participant deferral / active EE | $4,279 | $2,914+46.9% | $4,123+3.8% | $4,139+3.4% |
| Admin fee / account holder | $8,077 | $4,643+73.9% | $5,150+56.8% | $7,234+11.6% |