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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 | $59,207 | $54,763+8.1% | $90,324-34.5% | $72,976-18.9% |
| Participation rate | 76.9% | 65.2%+11.8pp | 73.3%+3.6pp | 69.5%+7.4pp |
| Annual return | 5.14% | 30.63%-25.5pp | 78.15%-73.0pp | 81.02%-75.9pp |
| Employer contribution / active EE | $3,563 | $2,093+70.2% | $2,856+24.8% | $2,440+46.0% |
| Participant deferral / active EE | $2,441 | $2,887-15.5% | $3,885-37.2% | $3,608-32.4% |
| Admin fee / account holder | $5,857 | $3,973+47.4% | $5,356+9.4% | $5,124+14.3% |