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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 | $64,500 | $89,367-27.8% | $141,191-54.3% | $72,975-11.6% |
| Participation rate | 80.4% | 75.1%+5.2pp | 82.5%-2.1pp | 69.5%+10.9pp |
| Annual return | 18.82% | 111.87%-93.0pp | 71.41%-52.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,509 | $3,115-51.5% | $4,736-68.1% | $2,440-38.1% |
| Participant deferral / active EE | $3,402 | $5,419-37.2% | $6,710-49.3% | $3,608-5.7% |
| Admin fee / account holder | $3,187 | $5,957-46.5% | $10,264-69.0% | $5,124-37.8% |