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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 | $67,451 | $87,733-23.1% | $106,551-36.7% | $85,856-21.4% |
| Participation rate | 76.0% | 71.9%+4.1pp | 76.1%-0.1pp | 69.3%+6.7pp |
| Annual return | 6.64% | 21.86%-15.2pp | 26.80%-20.2pp | 318.58%-311.9pp |
| Employer contribution / active EE | $6,530 | $2,073+215.0% | $2,819+131.6% | $2,565+154.6% |
| Participant deferral / active EE | $3,435 | $3,469-1.0% | $4,398-21.9% | $3,952-13.1% |
| Admin fee / account holder | $3,201 | $6,767-52.7% | $7,408-56.8% | $6,261-48.9% |