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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 | $49,914 | $49,8960% | $80,627-38.1% | $75,173-33.6% |
| Participation rate | 98.7% | 55.3%+43.4pp | 67.0%+31.7pp | 67.2%+31.5pp |
| Annual return | 11.83% | 34.67%-22.8pp | 936.76%-924.9pp | 160.72%-148.9pp |
| Employer contribution / active EE | $2,730 | $1,699+60.7% | $2,723+0.3% | $2,671+2.2% |
| Participant deferral / active EE | $2,870 | $2,992-4.1% | $4,443-35.4% | $4,126-30.5% |
| Admin fee / account holder | $6,787 | $3,578+89.7% | $5,381+26.1% | $5,651+20.1% |