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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 | $51,366 | $49,891+3.0% | $80,607-36.3% | $75,181-31.7% |
| Participation rate | 92.0% | 55.3%+36.7pp | 67.0%+25.0pp | 67.2%+24.8pp |
| Annual return | 12.63% | 34.67%-22.0pp | 936.11%-923.5pp | 160.69%-148.1pp |
| Employer contribution / active EE | $2,747 | $1,698+61.8% | $2,724+0.9% | $2,671+2.9% |
| Participant deferral / active EE | $5,373 | $2,991+79.6% | $4,448+20.8% | $4,126+30.2% |
| Admin fee / account holder | $503 | $3,578-85.9% | $5,379-90.6% | $5,650-91.1% |