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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 | $58,352 | $91,559-36.3% | $133,971-56.4% | $79,852-26.9% |
| Participation rate | 83.8% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | 0.62% | 61.85%-61.2pp | 45.09%-44.5pp | 31.72%-31.1pp |
| Employer contribution / active EE | $1,424 | $2,384-40.2% | $3,919-63.7% | $2,471-42.4% |
| Participant deferral / active EE | $2,855 | $3,734-23.5% | $5,047-43.4% | $3,740-23.7% |
| Admin fee / account holder | $3,100 | $6,321-51.0% | $8,929-65.3% | $5,306-41.6% |