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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 | $49,565 | $63,342-21.8% | $92,236-46.3% | $70,131-29.3% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 9.42% | 530.15%-520.7pp | 176.29%-166.9pp | 73.14%-63.7pp |
| Employer contribution / active EE | $976 | $2,471-60.5% | $3,679-73.5% | $2,342-58.3% |
| Participant deferral / active EE | $5,867 | $2,854+105.6% | $3,897+50.6% | $3,332+76.1% |
| Admin fee / account holder | $2,810 | $3,840-26.8% | $5,194-45.9% | $4,645-39.5% |