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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 | $85,631 | $102,422-16.4% | $147,117-41.8% | $80,959+5.8% |
| Participation rate | 80.9% | 75.9%+5.0pp | 82.2%-1.3pp | 67.7%+13.2pp |
| Annual return | 11.07% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,042 | $3,717-18.2% | $4,932-38.3% | $2,757+10.3% |
| Participant deferral / active EE | $5,921 | $6,652-11.0% | $8,065-26.6% | $4,300+37.7% |
| Admin fee / account holder | $4,752 | $7,953-40.3% | $12,993-63.4% | $6,925-31.4% |