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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 | $48,011+30.3% | $63,803-2.0% | $82,637-24.3% |
| Participation rate | 97.3% | 66.6%+30.7pp | 72.7%+24.6pp | 68.1%+29.2pp |
| Annual return | 5.67% | 19.84%-14.2pp | 543.72%-538.1pp | 53.51%-47.8pp |
| Employer contribution / active EE | $4,107 | $1,904+115.7% | $2,532+62.2% | $2,552+60.9% |
| Participant deferral / active EE | $2,382 | $2,846-16.3% | $3,843-38.0% | $4,126-42.3% |
| Admin fee / account holder | $6,470 | $3,873+67.0% | $5,196+24.5% | $7,339-11.8% |