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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 | $98,990 | $118,875-16.7% | $96,572+2.5% | $167,553-40.9% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 6.60% | 50.50%-43.9pp | 37.79%-31.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $2,869 | $3,121-8.1% | $2,357+21.7% | $4,840-40.7% |
| Participant deferral / active EE | $8,800 | $4,617+90.6% | $3,850+128.6% | $6,343+38.7% |
| Admin fee / account holder | $878 | $8,070-89.1% | $6,183-85.8% | $12,316-92.9% |