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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 | $57,215 | $89,370-36.0% | $141,197-59.5% | $72,976-21.6% |
| Participation rate | 71.9% | 75.1%-3.3pp | 82.5%-10.6pp | 69.5%+2.4pp |
| Annual return | 18.38% | 111.88%-93.5pp | 71.41%-53.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,000 | $3,115-35.8% | $4,736-57.8% | $2,440-18.0% |
| Participant deferral / active EE | $4,727 | $5,419-12.8% | $6,710-29.5% | $3,608+31.0% |
| Admin fee / account holder | $27,733 | $5,957+365.6% | $10,265+170.2% | $5,124+441.2% |