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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 | $101,950-8.4% | $125,529-25.6% | $86,983+7.4% |
| Participation rate | 88.6% | 70.2%+18.5pp | 74.7%+13.9pp | 69.5%+19.1pp |
| Annual return | 8.31% | 18.29%-10.0pp | 202.56%-194.2pp | 25.83%-17.5pp |
| Employer contribution / active EE | $1,452 | $2,358-38.4% | $3,058-52.5% | $2,584-43.8% |
| Participant deferral / active EE | $2,874 | $3,862-25.6% | $4,813-40.3% | $4,194-31.5% |
| Admin fee / account holder | $1,342 | $12,791-89.5% | $16,298-91.8% | $7,856-82.9% |