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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 | $69,780 | $78,707-11.3% | $117,861-40.8% | $70,126-0.5% |
| Participation rate | 80.6% | 73.2%+7.5pp | 79.7%+1.0pp | 69.5%+11.1pp |
| Annual return | 11.27% | 23.30%-12.0pp | 335.11%-323.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,646 | $2,223-26.0% | $3,786-56.5% | $2,343-29.8% |
| Participant deferral / active EE | $2,721 | $3,297-17.5% | $4,482-39.3% | $3,332-18.3% |
| Admin fee / account holder | $1,501 | $5,066-70.4% | $8,021-81.3% | $4,645-67.7% |