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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 | $62,532 | $102,422-38.9% | $147,117-57.5% | $80,959-22.8% |
| Participation rate | 85.3% | 75.9%+9.4pp | 82.2%+3.1pp | 67.7%+17.6pp |
| Annual return | 11.21% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $5,500 | $3,717+48.0% | $4,932+11.5% | $2,757+99.5% |
| Participant deferral / active EE | $10,051 | $6,652+51.1% | $8,065+24.6% | $4,300+133.7% |
| Admin fee / account holder | $9,538 | $7,953+19.9% | $12,993-26.6% | $6,925+37.7% |