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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 | $48,011+11.3% | $63,803-16.3% | $82,637-35.4% |
| Participation rate | 72.2% | 66.6%+5.7pp | 72.7%-0.5pp | 68.1%+4.2pp |
| Annual return | 6.18% | 19.84%-13.7pp | 543.72%-537.5pp | 53.51%-47.3pp |
| Employer contribution / active EE | $1,780 | $1,904-6.5% | $2,532-29.7% | $2,552-30.3% |
| Participant deferral / active EE | $1,622 | $2,846-43.0% | $3,843-57.8% | $4,126-60.7% |
| Admin fee / account holder | $6,934 | $3,873+79.0% | $5,196+33.4% | $7,339-5.5% |