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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 | $91,636 | $102,429-10.5% | $147,096-37.7% | $80,925+13.2% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 11.52% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,909 | $3,716-48.6% | $4,936-61.3% | $2,756-30.8% |
| Participant deferral / active EE | $9,024 | $6,649+35.7% | $8,071+11.8% | $4,299+109.9% |
| Admin fee / account holder | $8,116 | $7,957+2.0% | $13,005-37.6% | $6,940+16.9% |