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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 | $65,066 | $111,535-41.7% | $105,223-38.2% | $137,256-52.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 9.22% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,224 | $3,939-68.9% | $3,689-66.8% | $4,156-70.6% |
| Participant deferral / active EE | $12,983 | $5,500+136.1% | $5,072+156.0% | $6,407+102.6% |
| Admin fee / account holder | $1,393 | $9,721-85.7% | $8,859-84.3% | $12,270-88.6% |