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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 | $24,618+176.6% | $71,585-4.9% | $82,637-17.6% |
| Participation rate | 72.1% | 68.2%+3.9pp | 68.2%+3.9pp | 68.1%+4.0pp |
| Annual return | 12.81% | 93.17%-80.4pp | 59.26%-46.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,387 | $852+62.8% | $1,669-16.9% | $2,552-45.7% |
| Participant deferral / active EE | $3,318 | $1,720+92.9% | $2,923+13.5% | $4,126-19.6% |
| Admin fee / account holder | $5,145 | $3,285+56.6% | $4,712+9.2% | $7,339-29.9% |