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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 | $70,482 | $88,672-20.5% | $105,223-33.0% | $82,448-14.5% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 6.74% | 30.86%-24.1pp | 180.65%-173.9pp | 41.64%-34.9pp |
| Employer contribution / active EE | $5,525 | $3,048+81.3% | $3,689+49.8% | $2,551+116.6% |
| Participant deferral / active EE | $3,851 | $4,036-4.6% | $5,072-24.1% | $4,139-7.0% |
| Admin fee / account holder | $2,073 | $7,146-71.0% | $8,859-76.6% | $7,234-71.3% |