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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 | $67,746 | $85,171-20.5% | $172,752-60.8% | $72,975-7.2% |
| Participation rate | 89.3% | 70.1%+19.2pp | 82.6%+6.6pp | 69.5%+19.8pp |
| Annual return | 9.85% | 27.32%-17.5pp | 802.97%-793.1pp | 81.01%-71.2pp |
| Employer contribution / active EE | $2,167 | $3,324-34.8% | $5,144-57.9% | $2,440-11.2% |
| Participant deferral / active EE | $4,139 | $3,260+27.0% | $5,198-20.4% | $3,608+14.7% |
| Admin fee / account holder | $1,806 | $5,880-69.3% | $13,955-87.1% | $5,124-64.8% |