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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 | $47,479+31.7% | $62,929-0.6% | $82,448-24.1% |
| Participation rate | 97.3% | 66.9%+30.4pp | 73.1%+24.2pp | 68.1%+29.2pp |
| Annual return | 5.67% | 20.34%-14.7pp | 1063.93%-1058.3pp | 41.64%-36.0pp |
| Employer contribution / active EE | $4,107 | $1,885+117.8% | $2,505+64.0% | $2,551+61.0% |
| Participant deferral / active EE | $2,382 | $2,870-17.0% | $3,888-38.7% | $4,139-42.5% |
| Admin fee / account holder | $6,470 | $3,804+70.1% | $5,065+27.8% | $7,234-10.6% |