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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 | $50,104 | $154,228-67.5% | $145,433-65.5% | $137,256-63.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 5.48% | 74.59%-69.1pp | 66.58%-61.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,568 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $16,236 | $8,216+97.6% | $7,897+105.6% | $6,407+153.4% |
| Admin fee / account holder | $71,606 | $14,344+399.2% | $13,129+445.4% | $12,270+483.6% |