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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 | $95,990 | $68,880+39.4% | $120,580-20.4% | $80,959+18.6% |
| Participation rate | 96.6% | 61.7%+34.9pp | 72.0%+24.6pp | 67.7%+28.9pp |
| Annual return | 8.95% | 23.68%-14.7pp | 107.48%-98.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $7,074 | $2,066+242.4% | $3,469+103.9% | $2,757+156.6% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,634 | $5,785+32.0% | $9,418-18.9% | $6,925+10.2% |