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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 | $50,554+8.3% | $67,681-19.1% | $87,485-37.4% |
| Participation rate | 93.2% | 67.7%+25.5pp | 73.7%+19.5pp | 68.9%+24.3pp |
| Annual return | 9.37% | 17.81%-8.4pp | 590.58%-581.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $6,328 | $1,988+218.2% | $2,678+136.3% | $2,596+143.7% |
| Participant deferral / active EE | $5,750 | $2,961+94.2% | $3,976+44.6% | $4,274+34.5% |
| Admin fee / account holder | $9,279 | $4,132+124.5% | $6,100+52.1% | $7,775+19.3% |