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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 | $48,358 | $98,776-51.0% | $149,745-67.7% | $79,856-39.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 12.08% | 27.38%-15.3pp | 276.72%-264.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,829 | $3,217+19.0% | $4,646-17.6% | $2,471+54.9% |
| Participant deferral / active EE | $4,097 | $5,681-27.9% | $6,843-40.1% | $3,741+9.5% |
| Admin fee / account holder | $480 | $6,053-92.1% | $9,312-94.8% | $5,306-91.0% |