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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 | $53,421 | $47,479+12.5% | $62,929-15.1% | $82,448-35.2% |
| Participation rate | 72.2% | 66.9%+5.4pp | 73.1%-0.9pp | 68.1%+4.2pp |
| Annual return | 6.18% | 20.34%-14.2pp | 1063.93%-1057.7pp | 41.64%-35.5pp |
| Employer contribution / active EE | $1,780 | $1,885-5.6% | $2,505-28.9% | $2,551-30.2% |
| Participant deferral / active EE | $1,622 | $2,870-43.5% | $3,888-58.3% | $4,139-60.8% |
| Admin fee / account holder | $6,934 | $3,804+82.3% | $5,065+36.9% | $7,234-4.2% |