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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 | $60,463 | $89,370-32.3% | $141,197-57.2% | $72,976-17.1% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 14.62% | 111.88%-97.3pp | 71.41%-56.8pp | 81.02%-66.4pp |
| Employer contribution / active EE | $4,487 | $3,115+44.0% | $4,736-5.3% | $2,440+83.9% |
| Participant deferral / active EE | $2,620 | $5,419-51.7% | $6,710-61.0% | $3,608-27.4% |
| Admin fee / account holder | $10,736 | $5,957+80.2% | $10,265+4.6% | $5,124+109.5% |