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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 | $63,317 | $103,008-38.5% | $90,304-29.9% | $152,897-58.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 9.54% | 95.22%-85.7pp | 78.13%-68.6pp | 345.43%-335.9pp |
| Employer contribution / active EE | $6,579 | $3,139+109.6% | $2,855+130.4% | $4,764+38.1% |
| Participant deferral / active EE | $8,091 | $4,281+89.0% | $3,885+108.3% | $5,851+38.3% |
| Admin fee / account holder | $3,396 | $6,175-45.0% | $5,354-36.6% | $11,599-70.7% |