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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 | $55,357 | $111,535-50.4% | $105,223-47.4% | $137,256-59.7% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 11.31% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,097 | $3,939-46.8% | $3,689-43.1% | $4,156-49.5% |
| Participant deferral / active EE | $5,973 | $5,500+8.6% | $5,072+17.8% | $6,407-6.8% |
| Admin fee / account holder | $4,169 | $9,721-57.1% | $8,859-52.9% | $12,270-66.0% |