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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 | $93,802 | $62,592+49.9% | $85,709+9.4% | $85,847+9.3% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.9%+7.9pp | 69.3%+8.5pp |
| Annual return | 10.79% | 23.77%-13.0pp | 21.49%-10.7pp | 318.61%-307.8pp |
| Employer contribution / active EE | $2,869 | $1,755+63.4% | $2,619+9.6% | $2,565+11.8% |
| Participant deferral / active EE | $3,525 | $2,802+25.8% | $3,924-10.2% | $3,952-10.8% |
| Admin fee / account holder | $16,997 | $4,643+266.1% | $6,876+147.2% | $6,261+171.5% |