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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 | $56,622 | $89,370-36.6% | $141,197-59.9% | $72,976-22.4% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 16.72% | 111.88%-95.2pp | 71.41%-54.7pp | 81.02%-64.3pp |
| Employer contribution / active EE | $1,215 | $3,115-61.0% | $4,736-74.3% | $2,440-50.2% |
| Participant deferral / active EE | $4,219 | $5,419-22.1% | $6,710-37.1% | $3,608+16.9% |
| Admin fee / account holder | $5,850 | $5,957-1.8% | $10,265-43.0% | $5,124+14.2% |