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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 | $89,259-8.9% | $107,187-24.2% | $82,637-1.7% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.5pp | 68.1%+13.4pp |
| Annual return | 12.39% | 21.02%-8.6pp | 204.55%-192.2pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,917 | $3,080-5.3% | $3,782-22.9% | $2,552+14.3% |
| Participant deferral / active EE | $5,717 | $4,037+41.6% | $5,096+12.2% | $4,126+38.6% |
| Admin fee / account holder | $5,930 | $7,381-19.7% | $9,162-35.3% | $7,339-19.2% |