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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 | $61,536 | $78,636-21.7% | $105,607-41.7% | $74,459-17.4% |
| Participation rate | 73.1% | 72.8%+0.3pp | 75.3%-2.2pp | 67.2%+5.9pp |
| Annual return | 10.88% | 15.96%-5.1pp | 116.11%-105.2pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,915 | $2,523-24.1% | $3,167-39.5% | $2,626-27.1% |
| Participant deferral / active EE | $3,225 | $4,322-25.4% | $5,011-35.6% | $4,350-25.9% |
| Admin fee / account holder | $5,229 | $2,220+135.5% | $10,958-52.3% | $1,945+168.9% |