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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 | $66,136 | $91,559-27.8% | $133,971-50.6% | $79,852-17.2% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | 7.30% | 61.85%-54.5pp | 45.09%-37.8pp | 31.72%-24.4pp |
| Employer contribution / active EE | $973 | $2,384-59.2% | $3,919-75.2% | $2,471-60.6% |
| Participant deferral / active EE | $3,660 | $3,734-2.0% | $5,047-27.5% | $3,740-2.1% |
| Admin fee / account holder | $3,053 | $6,321-51.7% | $8,929-65.8% | $5,306-42.5% |