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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 | $102,385-10.5% | $147,080-37.7% | $80,935+13.2% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 11.52% | 135.09%-123.6pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,909 | $3,717-48.6% | $4,933-61.3% | $2,757-30.8% |
| Participant deferral / active EE | $9,024 | $6,651+35.7% | $8,066+11.9% | $4,299+109.9% |
| Admin fee / account holder | $8,116 | $7,951+2.1% | $12,989-37.5% | $6,924+17.2% |