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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 | $43,417 | $49,976-13.1% | $66,674-34.9% | $82,637-47.5% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 9.77% | 39.09%-29.3pp | 321.24%-311.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $2,080 | $1,988+4.6% | $2,620-20.6% | $2,552-18.5% |
| Participant deferral / active EE | $6,124 | $2,847+115.1% | $4,084+49.9% | $4,126+48.4% |
| Admin fee / account holder | $2,849 | $4,594-38.0% | $5,098-44.1% | $7,339-61.2% |