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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 | $31,508 | $63,342-50.3% | $92,236-65.8% | $70,131-55.1% |
| Participation rate | 74.3% | 68.7%+5.6pp | 76.5%-2.2pp | 69.5%+4.7pp |
| Annual return | 7.33% | 530.15%-522.8pp | 176.29%-169.0pp | 73.14%-65.8pp |
| Employer contribution / active EE | $2,159 | $2,471-12.6% | $3,679-41.3% | $2,342-7.8% |
| Participant deferral / active EE | $4,219 | $2,854+47.9% | $3,897+8.3% | $3,332+26.6% |
| Admin fee / account holder | $8,106 | $3,840+111.1% | $5,194+56.1% | $4,645+74.5% |