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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 | $54,991 | $70,121-21.6% | $63,803-13.8% | $138,895-60.4% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 10.32% | 946.48%-936.2pp | 543.72%-533.4pp | 145.39%-135.1pp |
| Employer contribution / active EE | $3,285 | $2,882+14.0% | $2,532+29.7% | $4,194-21.7% |
| Participant deferral / active EE | $4,259 | $4,535-6.1% | $3,843+10.8% | $6,396-33.4% |
| Admin fee / account holder | $2,735 | $6,738-59.4% | $5,196-47.4% | $12,562-78.2% |