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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 | $59,938 | $98,776-39.3% | $149,745-60.0% | $79,856-24.9% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 11.51% | 27.38%-15.9pp | 276.72%-265.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,889 | $3,217+114.1% | $4,646+48.3% | $2,471+178.8% |
| Participant deferral / active EE | $3,463 | $5,681-39.0% | $6,843-49.4% | $3,741-7.4% |
| Admin fee / account holder | $2,441 | $6,053-59.7% | $9,312-73.8% | $5,306-54.0% |