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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 | $61,988 | $29,736+108.5% | $56,033+10.6% | $80,935-23.4% |
| Participation rate | 82.1% | 41.7%+40.4pp | 52.5%+29.6pp | 67.7%+14.4pp |
| Annual return | 9.04% | 35.28%-26.2pp | 1711.38%-1702.3pp | 35.66%-26.6pp |
| Employer contribution / active EE | $773 | $671+15.1% | $1,041-25.8% | $2,757-72.0% |
| Participant deferral / active EE | $1,561 | $1,228+27.1% | $1,954-20.1% | $4,299-63.7% |
| Admin fee / account holder | $3,483 | $2,434+43.1% | $2,827+23.2% | $6,924-49.7% |