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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 | $94,076 | $51,642+82.2% | $129,384-27.3% | $80,935+16.2% |
| Participation rate | 77.1% | 56.9%+20.2pp | 69.6%+7.5pp | 67.7%+9.5pp |
| Annual return | 10.47% | 20.78%-10.3pp | 9461.77%-9451.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,987 | $1,583+25.5% | $4,153-52.2% | $2,757-27.9% |
| Participant deferral / active EE | $4,411 | $2,670+65.2% | $4,166+5.9% | $4,299+2.6% |
| Admin fee / account holder | $3,424 | $4,312-20.6% | $7,686-55.5% | $6,924-50.6% |