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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 | $63,101 | $78,707-19.8% | $117,861-46.5% | $70,126-10.0% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 6.63% | 23.30%-16.7pp | 335.11%-328.5pp | 73.15%-66.5pp |
| Employer contribution / active EE | $1,441 | $2,223-35.2% | $3,786-62.0% | $2,343-38.5% |
| Participant deferral / active EE | $2,696 | $3,297-18.2% | $4,482-39.8% | $3,332-19.1% |
| Admin fee / account holder | $9,212 | $5,066+81.9% | $8,021+14.9% | $4,645+98.3% |