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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 | $62,649 | $98,766-36.6% | $149,730-58.2% | $79,852-21.5% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 11.25% | 27.43%-16.2pp | 276.70%-265.5pp | 31.72%-20.5pp |
| Employer contribution / active EE | $4,715 | $3,217+46.6% | $4,645+1.5% | $2,471+90.8% |
| Participant deferral / active EE | $7,908 | $5,681+39.2% | $6,843+15.6% | $3,740+111.4% |
| Admin fee / account holder | $6,833 | $6,052+12.9% | $9,310-26.6% | $5,306+28.8% |