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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 | $55,902+0.1% | $76,030-26.4% | $80,959-30.9% |
| Participation rate | 93.5% | 62.1%+31.4pp | 69.1%+24.4pp | 67.7%+25.8pp |
| Annual return | 7.20% | 20.59%-13.4pp | 361.54%-354.3pp | 35.67%-28.5pp |
| Employer contribution / active EE | $5,041 | $1,867+170.0% | $2,688+87.6% | $2,757+82.8% |
| Participant deferral / active EE | $4,289 | $3,051+40.6% | $4,257+0.7% | $4,300-0.3% |
| Admin fee / account holder | $813 | $5,239-84.5% | $6,421-87.3% | $6,925-88.3% |