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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 | $51,702 | $102,385-49.5% | $147,080-64.8% | $80,935-36.1% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 11.82% | 135.09%-123.3pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,603 | $3,717-30.0% | $4,933-47.2% | $2,757-5.6% |
| Participant deferral / active EE | $6,586 | $6,651-1.0% | $8,066-18.4% | $4,299+53.2% |
| Admin fee / account holder | $753 | $7,951-90.5% | $12,989-94.2% | $6,924-89.1% |