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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 | $62,896 | $88,672-29.1% | $105,223-40.2% | $82,448-23.7% |
| Participation rate | 74.4% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 8.51% | 30.86%-22.3pp | 180.65%-172.1pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,079 | $3,048-64.6% | $3,689-70.7% | $2,551-57.7% |
| Participant deferral / active EE | $3,428 | $4,036-15.1% | $5,072-32.4% | $4,139-17.2% |
| Admin fee / account holder | $479 | $7,146-93.3% | $8,859-94.6% | $7,234-93.4% |