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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 | $93,631 | $97,078-3.6% | $103,065-9.2% | $145,897-35.8% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.6%+5.2pp | 80.3%+5.4pp |
| Annual return | 7.97% | 25.49%-17.5pp | 23.95%-16.0pp | 552.29%-544.3pp |
| Employer contribution / active EE | $10,075 | $4,680+115.3% | $4,675+115.5% | $4,663+116.1% |
| Participant deferral / active EE | $9,451 | $6,601+43.2% | $6,625+42.7% | $6,689+41.3% |
| Admin fee / account holder | $1,262 | $12,505-89.9% | $9,349-86.5% | $13,390-90.6% |