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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 | $62,550 | $50,554+23.7% | $67,681-7.6% | $87,485-28.5% |
| Participation rate | 97.3% | 67.7%+29.6pp | 73.7%+23.6pp | 68.9%+28.4pp |
| Annual return | 5.67% | 17.81%-12.1pp | 590.58%-584.9pp | 26.06%-20.4pp |
| Employer contribution / active EE | $4,107 | $1,988+106.5% | $2,678+53.3% | $2,596+58.2% |
| Participant deferral / active EE | $2,382 | $2,961-19.6% | $3,976-40.1% | $4,274-44.3% |
| Admin fee / account holder | $6,470 | $4,132+56.6% | $6,100+6.1% | $7,775-16.8% |