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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 | $63,031 | $102,385-38.4% | $147,080-57.1% | $80,935-22.1% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 11.33% | 135.09%-123.8pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $4,069 | $3,717+9.5% | $4,933-17.5% | $2,757+47.6% |
| Participant deferral / active EE | $8,011 | $6,651+20.5% | $8,066-0.7% | $4,299+86.3% |
| Admin fee / account holder | $3,789 | $7,951-52.3% | $12,989-70.8% | $6,924-45.3% |