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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 | $47,586 | $107,421-55.7% | $182,262-73.9% | $94,015-49.4% |
| Participation rate | 97.7% | 77.8%+19.9pp | 84.2%+13.5pp | 70.8%+26.9pp |
| Annual return | 9.82% | 21.32%-11.5pp | 140.60%-130.8pp | 17.84%-8.0pp |
| Employer contribution / active EE | $3,156 | $3,448-8.5% | $5,046-37.5% | $2,790+13.1% |
| Participant deferral / active EE | $5,591 | $6,558-14.7% | $8,276-32.4% | $4,249+31.6% |
| Admin fee / account holder | $14,902 | $8,692+71.4% | $16,712-10.8% | $8,951+66.5% |