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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 | $65,950 | $48,053+37.2% | $84,628-22.1% | $72,975-9.6% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 17.56% | 37.39%-19.8pp | 258.80%-241.2pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,507 | $1,602-5.9% | $2,653-43.2% | $2,440-38.2% |
| Participant deferral / active EE | $4,353 | $2,681+62.4% | $3,900+11.6% | $3,608+20.7% |
| Admin fee / account holder | $867 | $3,395-74.5% | $4,914-82.4% | $5,124-83.1% |