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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 | $64,572 | $49,976+29.2% | $66,674-3.2% | $82,637-21.9% |
| Participation rate | 86.1% | 63.1%+23.0pp | 73.7%+12.4pp | 68.1%+18.1pp |
| Annual return | 11.61% | 39.09%-27.5pp | 321.24%-309.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,977 | $1,988-0.6% | $2,620-24.6% | $2,552-22.5% |
| Participant deferral / active EE | $2,644 | $2,847-7.1% | $4,084-35.3% | $4,126-35.9% |
| Admin fee / account holder | $2,343 | $4,594-49.0% | $5,098-54.0% | $7,339-68.1% |