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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 | $89,032 | $48,011+85.4% | $63,803+39.5% | $82,637+7.7% |
| Participation rate | 75.0% | 66.6%+8.4pp | 72.7%+2.3pp | 68.1%+6.9pp |
| Annual return | 10.48% | 19.84%-9.4pp | 543.72%-533.2pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,430 | $1,904-24.9% | $2,532-43.5% | $2,552-44.0% |
| Participant deferral / active EE | $5,194 | $2,846+82.5% | $3,843+35.2% | $4,126+25.9% |
| Admin fee / account holder | $2,036 | $3,873-47.4% | $5,196-60.8% | $7,339-72.3% |