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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 | $51,747 | $107,421-51.8% | $182,262-71.6% | $94,015-45.0% |
| Participation rate | 96.0% | 77.8%+18.2pp | 84.2%+11.8pp | 70.8%+25.2pp |
| Annual return | 12.18% | 21.32%-9.1pp | 140.60%-128.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,197 | $3,448-36.3% | $5,046-56.5% | $2,790-21.3% |
| Participant deferral / active EE | $8,165 | $6,558+24.5% | $8,276-1.3% | $4,249+92.1% |
| Admin fee / account holder | $3,990 | $8,692-54.1% | $16,712-76.1% | $8,951-55.4% |