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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 | $45,236 | $108,882-58.5% | $96,754-53.2% | $154,746-70.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 6.29% | 98.39%-92.1pp | 82.04%-75.7pp | 172.34%-166.1pp |
| Employer contribution / active EE | $458 | $3,018-84.8% | $2,679-82.9% | $4,379-89.6% |
| Participant deferral / active EE | $6,827 | $5,323+28.3% | $4,758+43.5% | $6,730+1.4% |
| Admin fee / account holder | $4,287 | $10,200-58.0% | $8,905-51.9% | $14,365-70.2% |