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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 | $30,061 | $98,776-69.6% | $149,745-79.9% | $79,856-62.4% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.5%-9.6pp | 69.6%+3.2pp |
| Annual return | 11.51% | 27.38%-15.9pp | 276.72%-265.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,965 | $3,217+23.3% | $4,646-14.6% | $2,471+60.5% |
| Participant deferral / active EE | $2,399 | $5,681-57.8% | $6,843-64.9% | $3,741-35.9% |
| Admin fee / account holder | $9,598 | $6,053+58.6% | $9,312+3.1% | $5,306+80.9% |