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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 | $55,980 | $55,930+0.1% | $76,089-26.4% | $80,925-30.8% |
| Participation rate | 93.5% | 62.1%+31.4pp | 69.1%+24.4pp | 67.7%+25.8pp |
| Annual return | 7.20% | 20.58%-13.4pp | 360.94%-353.7pp | 35.65%-28.4pp |
| Employer contribution / active EE | $5,041 | $1,866+170.1% | $2,690+87.4% | $2,756+82.9% |
| Participant deferral / active EE | $4,289 | $3,051+40.6% | $4,259+0.7% | $4,299-0.2% |
| Admin fee / account holder | $813 | $5,241-84.5% | $6,418-87.3% | $6,940-88.3% |