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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 | $132,634-62.9% | $115,768-57.5% | $137,256-64.2% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 8.15% | 160.70%-152.5pp | 100.46%-92.3pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,077 | $3,360-8.4% | $2,940+4.7% | $4,156-26.0% |
| Participant deferral / active EE | $4,623 | $5,619-17.7% | $4,917-6.0% | $6,407-27.8% |
| Admin fee / account holder | $7,639 | $15,028-49.2% | $12,439-38.6% | $12,270-37.7% |