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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 | $57,055 | $47,479+20.2% | $62,929-9.3% | $82,448-30.8% |
| Participation rate | 86.1% | 66.9%+19.2pp | 73.1%+13.0pp | 68.1%+18.0pp |
| Annual return | 10.01% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,115 | $1,885-40.8% | $2,505-55.5% | $2,551-56.3% |
| Participant deferral / active EE | $3,229 | $2,870+12.5% | $3,888-17.0% | $4,139-22.0% |
| Admin fee / account holder | $1,660 | $3,804-56.4% | $5,065-67.2% | $7,234-77.1% |