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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 | $81,272 | $88,672-8.3% | $105,223-22.8% | $82,448-1.4% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 12.39% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,917 | $3,048-4.3% | $3,689-20.9% | $2,551+14.4% |
| Participant deferral / active EE | $5,717 | $4,036+41.7% | $5,072+12.7% | $4,139+38.1% |
| Admin fee / account holder | $5,930 | $7,146-17.0% | $8,859-33.1% | $7,234-18.0% |