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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 | $54,122 | $77,908-30.5% | $149,696-63.8% | $75,173-28.0% |
| Participation rate | 85.3% | 65.6%+19.7pp | 78.8%+6.5pp | 67.2%+18.1pp |
| Annual return | 12.52% | 31.73%-19.2pp | 134.46%-121.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $2,117 | $3,138-32.5% | $4,821-56.1% | $2,671-20.8% |
| Participant deferral / active EE | $3,587 | $3,411+5.1% | $5,682-36.9% | $4,126-13.1% |
| Admin fee / account holder | $1,225 | $5,950-79.4% | $13,212-90.7% | $5,651-78.3% |