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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 | $61,125+6.6% | $94,057-30.7% | $87,485-25.5% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.3%+23.9pp | 68.9%+28.3pp |
| Annual return | 11.68% | 35.20%-23.5pp | 480.62%-468.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,446 | $2,136-32.3% | $2,933-50.7% | $2,596-44.3% |
| Participant deferral / active EE | $4,279 | $3,260+31.2% | $4,709-9.1% | $4,274+0.1% |
| Admin fee / account holder | $8,077 | $5,629+43.5% | $7,244+11.5% | $7,775+3.9% |