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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 | $62,840 | $88,672-29.1% | $105,223-40.3% | $82,448-23.8% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | 11.68% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,711 | $3,048+21.8% | $3,689+0.6% | $2,551+45.5% |
| Participant deferral / active EE | $4,896 | $4,036+21.3% | $5,072-3.5% | $4,139+18.3% |
| Admin fee / account holder | $12,618 | $7,146+76.6% | $8,859+42.4% | $7,234+74.4% |