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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 | $49,976-9.1% | $66,674-31.8% | $82,637-45.0% |
| Participation rate | 92.0% | 63.1%+28.9pp | 73.7%+18.3pp | 68.1%+23.9pp |
| Annual return | 9.23% | 39.09%-29.9pp | 321.24%-312.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $2,056 | $1,988+3.4% | $2,620-21.5% | $2,552-19.4% |
| Participant deferral / active EE | $1,566 | $2,847-45.0% | $4,084-61.6% | $4,126-62.0% |
| Admin fee / account holder | $2,339 | $4,594-49.1% | $5,098-54.1% | $7,339-68.1% |