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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 | $61,253 | $77,638-21.1% | $156,551-60.9% | $62,881-2.6% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 3.84% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,081 | $3,444-68.6% | $5,501-80.3% | $2,281-52.6% |
| Participant deferral / active EE | $3,822 | $3,046+25.5% | $4,871-21.5% | $3,203+19.3% |
| Admin fee / account holder | $961 | $5,561-82.7% | $13,028-92.6% | $4,296-77.6% |