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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 | $58,225 | $78,423-25.8% | $95,964-39.3% | $79,856-27.1% |
| Participation rate | 94.4% | 73.5%+20.9pp | 77.1%+17.3pp | 69.6%+24.7pp |
| Annual return | 7.45% | 19.37%-11.9pp | 91.64%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $3,746 | $1,945+92.6% | $2,541+47.4% | $2,471+51.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,004 | $5,622-82.1% | $6,797-85.2% | $5,306-81.1% |