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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 | $84,485 | $78,690+7.4% | $161,489-47.7% | $87,485-3.4% |
| Participation rate | 94.2% | 67.5%+26.8pp | 78.7%+15.5pp | 68.9%+25.3pp |
| Annual return | 11.13% | 32.74%-21.6pp | 89.72%-78.6pp | 26.06%-14.9pp |
| Employer contribution / active EE | $4,079 | $2,588+57.6% | $4,268-4.4% | $2,596+57.1% |
| Participant deferral / active EE | $3,910 | $3,311+18.1% | $5,630-30.5% | $4,274-8.5% |
| Admin fee / account holder | $2,325 | $6,724-65.4% | $16,006-85.5% | $7,775-70.1% |