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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 | $56,662 | $107,941-47.5% | $91,994-38.4% | $152,909-62.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 9.73% | 89.28%-79.5pp | 69.04%-59.3pp | 345.46%-335.7pp |
| Employer contribution / active EE | $1,857 | $4,212-55.9% | $3,453-46.2% | $4,764-61.0% |
| Participant deferral / active EE | $3,975 | $6,366-37.6% | $5,924-32.9% | $5,851-32.1% |
| Admin fee / account holder | $9,737 | $10,521-7.5% | $7,744+25.7% | $11,601-16.1% |