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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 | $57,435 | $89,370-35.7% | $141,197-59.3% | $72,976-21.3% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 18.00% | 111.88%-93.9pp | 71.41%-53.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $647 | $3,115-79.2% | $4,736-86.3% | $2,440-73.5% |
| Participant deferral / active EE | $3,408 | $5,419-37.1% | $6,710-49.2% | $3,608-5.5% |
| Admin fee / account holder | $3,776 | $5,957-36.6% | $10,265-63.2% | $5,124-26.3% |