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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 | $54,903 | $51,638+6.3% | $68,368-19.7% | $82,448-33.4% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 11.96% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,263 | $2,047+59.4% | $2,649+23.2% | $2,551+27.9% |
| Participant deferral / active EE | $2,445 | $2,914-16.1% | $4,123-40.7% | $4,139-40.9% |
| Admin fee / account holder | $2,646 | $4,643-43.0% | $5,150-48.6% | $7,234-63.4% |