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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 | $65,154 | $88,672-26.5% | $105,223-38.1% | $82,448-21.0% |
| Participation rate | 71.8% | 67.9%+3.9pp | 75.0%-3.2pp | 68.1%+3.7pp |
| Annual return | 10.64% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,017 | $3,048-33.8% | $3,689-45.3% | $2,551-20.9% |
| Participant deferral / active EE | $3,521 | $4,036-12.8% | $5,072-30.6% | $4,139-14.9% |
| Admin fee / account holder | $19,144 | $7,146+167.9% | $8,859+116.1% | $7,234+164.6% |