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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 | $54,511 | $102,422-46.8% | $147,117-62.9% | $80,959-32.7% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 10.26% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,494 | $3,717-32.9% | $4,932-49.4% | $2,757-9.6% |
| Participant deferral / active EE | $6,279 | $6,652-5.6% | $8,065-22.1% | $4,300+46.0% |
| Admin fee / account holder | $4,500 | $7,953-43.4% | $12,993-65.4% | $6,925-35.0% |