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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 | $53,194 | $65,367-18.6% | $92,915-42.8% | $72,976-27.1% |
| Participation rate | 72.2% | 68.3%+3.9pp | 76.0%-3.8pp | 69.5%+2.7pp |
| Annual return | 15.61% | 42.11%-26.5pp | 109.45%-93.8pp | 81.02%-65.4pp |
| Employer contribution / active EE | $4,163 | $2,594+60.5% | $3,653+13.9% | $2,440+70.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,099 | $4,251+43.5% | $5,796+5.2% | $5,124+19.0% |