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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 | $45,438 | $51,638-12.0% | $68,368-33.5% | $82,448-44.9% |
| Participation rate | 92.0% | 63.6%+28.4pp | 73.8%+18.2pp | 68.1%+23.9pp |
| Annual return | 9.23% | 37.53%-28.3pp | 292.57%-283.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,056 | $2,047+0.5% | $2,649-22.4% | $2,551-19.4% |
| Participant deferral / active EE | $1,566 | $2,914-46.2% | $4,123-62.0% | $4,139-62.2% |
| Admin fee / account holder | $2,339 | $4,643-49.6% | $5,150-54.6% | $7,234-67.7% |