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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 | $95,558 | $78,423+21.8% | $95,964-0.4% | $79,856+19.7% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 7.77% | 19.37%-11.6pp | 91.64%-83.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $955 | $1,945-50.9% | $2,541-62.4% | $2,471-61.4% |
| Participant deferral / active EE | $4,755 | $3,440+38.2% | $4,167+14.1% | $3,741+27.1% |
| Admin fee / account holder | $1,072 | $5,622-80.9% | $6,797-84.2% | $5,306-79.8% |