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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 | $66,709 | $89,364-25.4% | $141,177-52.7% | $72,983-8.6% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 16.27% | 111.86%-95.6pp | 71.40%-55.1pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,098 | $3,115-64.8% | $4,736-76.8% | $2,440-55.0% |
| Participant deferral / active EE | $5,519 | $5,419+1.9% | $6,710-17.7% | $3,608+53.0% |
| Admin fee / account holder | $525 | $5,959-91.2% | $10,263-94.9% | $5,124-89.8% |