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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 | $50,890 | $102,422-50.3% | $147,117-65.4% | $80,959-37.1% |
| Participation rate | 84.9% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 8.28% | 135.16%-126.9pp | 420.54%-412.3pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,478 | $3,717-60.2% | $4,932-70.0% | $2,757-46.4% |
| Participant deferral / active EE | $4,608 | $6,652-30.7% | $8,065-42.9% | $4,300+7.1% |
| Admin fee / account holder | $2,547 | $7,953-68.0% | $12,993-80.4% | $6,925-63.2% |