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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 | $45,880 | $51,638-11.1% | $68,368-32.9% | $82,448-44.4% |
| Participation rate | 87.3% | 63.6%+23.7pp | 73.8%+13.6pp | 68.1%+19.3pp |
| Annual return | 10.41% | 37.53%-27.1pp | 292.57%-282.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,319 | $2,047-35.5% | $2,649-50.2% | $2,551-48.3% |
| Participant deferral / active EE | $3,042 | $2,914+4.4% | $4,123-26.2% | $4,139-26.5% |
| Admin fee / account holder | $5,732 | $4,643+23.4% | $5,150+11.3% | $7,234-20.8% |