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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 | $38,861 | $50,554-23.1% | $67,681-42.6% | $87,485-55.6% |
| Participation rate | 92.0% | 67.7%+24.3pp | 73.7%+18.3pp | 68.9%+23.1pp |
| Annual return | 10.06% | 17.81%-7.7pp | 590.58%-580.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,410 | $1,988+21.2% | $2,678-10.0% | $2,596-7.2% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,459 | $4,132+7.9% | $6,100-26.9% | $7,775-42.7% |