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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 | $62,439 | $107,368-41.8% | $92,915-32.8% | $152,909-59.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.5%+7.0pp |
| Annual return | 5.05% | 145.64%-140.6pp | 109.45%-104.4pp | 345.46%-340.4pp |
| Employer contribution / active EE | $859 | $4,222-79.7% | $3,653-76.5% | $4,764-82.0% |
| Participant deferral / active EE | $4,050 | $4,848-16.5% | $4,238-4.4% | $5,851-30.8% |
| Admin fee / account holder | $4,172 | $7,082-41.1% | $5,796-28.0% | $11,601-64.0% |