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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 | $61,125-10.2% | $94,057-41.6% | $87,485-37.2% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.3%+12.4pp | 68.9%+16.8pp |
| Annual return | 11.96% | 35.20%-23.2pp | 480.62%-468.7pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,263 | $2,136+52.7% | $2,933+11.2% | $2,596+25.7% |
| Participant deferral / active EE | $2,445 | $3,260-25.0% | $4,709-48.1% | $4,274-42.8% |
| Admin fee / account holder | $2,646 | $5,629-53.0% | $7,244-63.5% | $7,775-66.0% |