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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 | $50,717 | $50,554+0.3% | $67,681-25.1% | $87,485-42.0% |
| Participation rate | 94.5% | 67.7%+26.8pp | 73.7%+20.8pp | 68.9%+25.6pp |
| Annual return | 10.60% | 17.81%-7.2pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,510 | $1,988-24.0% | $2,678-43.6% | $2,596-41.8% |
| Participant deferral / active EE | $2,122 | $2,961-28.3% | $3,976-46.6% | $4,274-50.3% |
| Admin fee / account holder | $5,681 | $4,132+37.5% | $6,100-6.9% | $7,775-26.9% |