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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 | $77,652 | $99,875-22.3% | $146,866-47.1% | $86,983-10.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 10.67% | 28.10%-17.4pp | 102.85%-92.2pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,496 | $3,224-22.6% | $4,425-43.6% | $2,584-3.4% |
| Participant deferral / active EE | $8,271 | $6,322+30.8% | $7,759+6.6% | $4,194+97.2% |
| Admin fee / account holder | $2,502 | $7,838-68.1% | $13,620-81.6% | $7,856-68.2% |