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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 | $54,732 | $55,457-1.3% | $77,361-29.3% | $94,015-41.8% |
| Participation rate | 93.2% | 69.8%+23.4pp | 75.0%+18.2pp | 70.8%+22.4pp |
| Annual return | 9.37% | 15.57%-6.2pp | 1011.54%-1002.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $6,328 | $2,255+180.6% | $2,990+111.6% | $2,790+126.8% |
| Participant deferral / active EE | $5,750 | $3,069+87.3% | $3,911+47.0% | $4,249+35.3% |
| Admin fee / account holder | $9,279 | $4,334+114.1% | $5,894+57.4% | $8,951+3.7% |