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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 | $86,322 | $56,116+53.8% | $135,768-36.4% | $86,983-0.8% |
| Participation rate | 97.6% | 60.1%+37.4pp | 71.1%+26.5pp | 69.5%+28.0pp |
| Annual return | 10.70% | 125.33%-114.6pp | 526.10%-515.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $5,597 | $1,528+266.4% | $3,394+64.9% | $2,584+116.6% |
| Participant deferral / active EE | $7,275 | $2,690+170.5% | $3,977+82.9% | $4,194+73.5% |
| Admin fee / account holder | $16,971 | $4,314+293.4% | $7,048+140.8% | $7,856+116.0% |