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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 | $54,077 | $102,422-47.2% | $147,117-63.2% | $80,959-33.2% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 11.78% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,612 | $3,717-29.7% | $4,932-47.0% | $2,757-5.3% |
| Participant deferral / active EE | $6,456 | $6,652-3.0% | $8,065-20.0% | $4,300+50.1% |
| Admin fee / account holder | $11,707 | $7,953+47.2% | $12,993-9.9% | $6,925+69.0% |