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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 | $51,658 | $78,690-34.4% | $161,489-68.0% | $87,485-41.0% |
| Participation rate | 88.6% | 67.5%+21.2pp | 78.7%+9.9pp | 68.9%+19.7pp |
| Annual return | 9.84% | 32.74%-22.9pp | 89.72%-79.9pp | 26.06%-16.2pp |
| Employer contribution / active EE | $5,716 | $2,588+120.8% | $4,268+33.9% | $2,596+120.2% |
| Participant deferral / active EE | $1,334 | $3,311-59.7% | $5,630-76.3% | $4,274-68.8% |
| Admin fee / account holder | $5,278 | $6,724-21.5% | $16,006-67.0% | $7,775-32.1% |