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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 | $68,097 | $23,330+191.9% | $64,489+5.6% | $82,448-17.4% |
| Participation rate | 72.1% | 68.3%+3.8pp | 67.7%+4.4pp | 68.1%+4.0pp |
| Annual return | 12.81% | 83.66%-70.8pp | 55.03%-42.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,387 | $824+68.2% | $1,523-8.9% | $2,551-45.6% |
| Participant deferral / active EE | $3,318 | $1,707+94.4% | $2,778+19.4% | $4,139-19.8% |
| Admin fee / account holder | $5,145 | $2,946+74.7% | $4,260+20.8% | $7,234-28.9% |