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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 | $46,357 | $84,236-45.0% | $170,435-72.8% | $70,126-33.9% |
| Participation rate | 90.6% | 70.8%+19.7pp | 83.6%+7.0pp | 69.5%+21.0pp |
| Annual return | 12.12% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $6,175 | $3,387+82.3% | $5,432+13.7% | $2,343+163.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,034 | $5,698-46.7% | $13,881-78.1% | $4,645-34.7% |