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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 | $58,508 | $93,345-37.3% | $119,126-50.9% | $87,485-33.1% |
| Participation rate | 78.1% | 68.7%+9.4pp | 75.8%+2.4pp | 68.9%+9.2pp |
| Annual return | 11.90% | 19.08%-7.2pp | 282.11%-270.2pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,651 | $3,172-47.9% | $4,034-59.1% | $2,596-36.4% |
| Participant deferral / active EE | $5,116 | $4,099+24.8% | $5,318-3.8% | $4,274+19.7% |
| Admin fee / account holder | $10,694 | $8,039+33.0% | $10,6930% | $7,775+37.5% |