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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 | $50,416 | $53,127-5.1% | $86,597-41.8% | $70,131-28.1% |
| Participation rate | 76.1% | 65.3%+10.8pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 10.11% | 27.66%-17.6pp | 964.96%-954.9pp | 73.14%-63.0pp |
| Employer contribution / active EE | $3,351 | $2,068+62.0% | $2,840+18.0% | $2,342+43.0% |
| Participant deferral / active EE | $1,013 | $2,696-62.4% | $3,609-71.9% | $3,332-69.6% |
| Admin fee / account holder | $2,406 | $3,585-32.9% | $4,906-50.9% | $4,645-48.2% |