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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 | $40,124 | $53,127-24.5% | $86,597-53.7% | $70,131-42.8% |
| Participation rate | 79.3% | 65.3%+14.0pp | 73.5%+5.8pp | 69.5%+9.8pp |
| Annual return | 11.42% | 27.66%-16.2pp | 964.96%-953.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $3,059 | $2,068+47.9% | $2,840+7.7% | $2,342+30.6% |
| Participant deferral / active EE | $7,213 | $2,696+167.6% | $3,609+99.9% | $3,332+116.5% |
| Admin fee / account holder | $350 | $3,585-90.3% | $4,906-92.9% | $4,645-92.5% |