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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 | $46,341 | $51,638-10.3% | $68,368-32.2% | $82,448-43.8% |
| Participation rate | 85.2% | 63.6%+21.6pp | 73.8%+11.4pp | 68.1%+17.1pp |
| Annual return | 10.38% | 37.53%-27.2pp | 292.57%-282.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $5,552 | $2,047+171.3% | $2,649+109.6% | $2,551+117.6% |
| Participant deferral / active EE | $2,786 | $2,914-4.4% | $4,123-32.4% | $4,139-32.7% |
| Admin fee / account holder | $9,088 | $4,643+95.7% | $5,150+76.5% | $7,234+25.6% |