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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 | $49,173 | $132,099-62.8% | $115,599-57.5% | $138,895-64.6% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.3%+12.4pp | 79.9%+6.7pp |
| Annual return | 8.15% | 176.76%-168.6pp | 111.10%-102.9pp | 145.39%-137.2pp |
| Employer contribution / active EE | $3,077 | $3,416-9.9% | $2,955+4.1% | $4,194-26.6% |
| Participant deferral / active EE | $4,623 | $5,617-17.7% | $4,889-5.5% | $6,396-27.7% |
| Admin fee / account holder | $7,639 | $15,650-51.2% | $12,841-40.5% | $12,562-39.2% |