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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 | $63,530 | $111,535-43.0% | $105,223-39.6% | $137,256-53.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 8.21% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,956 | $3,939-25.0% | $3,689-19.9% | $4,156-28.9% |
| Participant deferral / active EE | $3,818 | $5,500-30.6% | $5,072-24.7% | $6,407-40.4% |
| Admin fee / account holder | $479 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |