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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 | $43,975 | $99,053-55.6% | $88,179-50.1% | $138,895-68.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.1%+14.2pp | 79.9%+3.4pp |
| Annual return | 6.40% | 78.17%-71.8pp | 64.97%-58.6pp | 145.39%-139.0pp |
| Employer contribution / active EE | $2,243 | $2,882-22.2% | $2,549-12.0% | $4,194-46.5% |
| Participant deferral / active EE | $5,906 | $5,225+13.0% | $4,614+28.0% | $6,396-7.7% |
| Admin fee / account holder | $1,269 | $8,748-85.5% | $7,673-83.5% | $12,562-89.9% |