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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 | $106,687 | $102,422+4.2% | $147,117-27.5% | $80,959+31.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 11.54% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,823 | $3,717-51.0% | $4,932-63.0% | $2,757-33.9% |
| Participant deferral / active EE | $5,633 | $6,652-15.3% | $8,065-30.2% | $4,300+31.0% |
| Admin fee / account holder | $1,002 | $7,953-87.4% | $12,993-92.3% | $6,925-85.5% |