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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 | $93,415 | $97,648-4.3% | $121,663-23.2% | $87,485+6.8% |
| Participation rate | 88.6% | 70.5%+18.2pp | 74.5%+14.1pp | 68.9%+19.7pp |
| Annual return | 8.31% | 18.03%-9.7pp | 147.54%-139.2pp | 26.06%-17.7pp |
| Employer contribution / active EE | $1,452 | $2,300-36.9% | $3,020-51.9% | $2,596-44.1% |
| Participant deferral / active EE | $2,874 | $3,923-26.8% | $4,887-41.2% | $4,274-32.8% |
| Admin fee / account holder | $1,342 | $11,100-87.9% | $14,289-90.6% | $7,775-82.7% |