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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 | $61,908 | $98,776-37.3% | $149,745-58.7% | $79,856-22.5% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 12.26% | 27.38%-15.1pp | 276.72%-264.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,581 | $3,217-50.8% | $4,646-66.0% | $2,471-36.0% |
| Participant deferral / active EE | $3,428 | $5,681-39.7% | $6,843-49.9% | $3,741-8.4% |
| Admin fee / account holder | $4,384 | $6,053-27.6% | $9,312-52.9% | $5,306-17.4% |