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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 | $78,529-21.6% | $105,591-41.7% | $74,400-17.3% |
| Participation rate | 73.1% | 72.8%+0.3pp | 75.3%-2.2pp | 67.2%+5.9pp |
| Annual return | 10.88% | 15.94%-5.1pp | 116.43%-105.5pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $1,915 | $2,522-24.1% | $3,166-39.5% | $2,624-27.0% |
| Participant deferral / active EE | $3,225 | $4,321-25.4% | $5,008-35.6% | $4,348-25.8% |
| Admin fee / account holder | $5,229 | $2,216+136.0% | $11,024-52.6% | $1,944+169.0% |