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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 | $61,501 | $103,038-40.3% | $90,324-31.9% | $152,909-59.8% |
| Participation rate | 84.6% | 75.9%+8.7pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 8.79% | 95.25%-86.5pp | 78.15%-69.4pp | 345.46%-336.7pp |
| Employer contribution / active EE | $762 | $3,141-75.7% | $2,856-73.3% | $4,764-84.0% |
| Participant deferral / active EE | $3,284 | $4,282-23.3% | $3,885-15.5% | $5,851-43.9% |
| Admin fee / account holder | $1,650 | $6,177-73.3% | $5,356-69.2% | $11,601-85.8% |