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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 | $53,157 | $63,346-16.1% | $92,240-42.4% | $70,126-24.2% |
| Participation rate | 70.6% | 68.7%+1.9pp | 76.5%-5.9pp | 69.5%+1.0pp |
| Annual return | 9.25% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.9pp |
| Employer contribution / active EE | $3,486 | $2,471+41.1% | $3,680-5.3% | $2,343+48.8% |
| Participant deferral / active EE | $1,591 | $2,854-44.3% | $3,897-59.2% | $3,332-52.3% |
| Admin fee / account holder | $5,981 | $3,841+55.7% | $5,194+15.1% | $4,645+28.7% |