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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 | $37,823 | $102,422-63.1% | $147,117-74.3% | $80,959-53.3% |
| Participation rate | 76.9% | 75.9%+1.0pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 10.85% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,110 | $3,717-70.1% | $4,932-77.5% | $2,757-59.7% |
| Participant deferral / active EE | $5,079 | $6,652-23.7% | $8,065-37.0% | $4,300+18.1% |
| Admin fee / account holder | $6,245 | $7,953-21.5% | $12,993-51.9% | $6,925-9.8% |