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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 | $68,852+39.4% | $120,524-20.4% | $80,925+18.6% |
| Participation rate | 96.6% | 61.6%+34.9pp | 71.9%+24.6pp | 67.7%+28.9pp |
| Annual return | 8.95% | 23.67%-14.7pp | 107.36%-98.4pp | 35.65%-26.7pp |
| Employer contribution / active EE | $7,074 | $2,063+242.9% | $3,469+103.9% | $2,756+156.7% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,634 | $5,781+32.1% | $9,440-19.1% | $6,940+10.0% |