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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 | $148,354 | $102,638+44.5% | $81,991+80.9% | $158,966-6.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 1.42% | 61.05%-59.6pp | 41.31%-39.9pp | 302.95%-301.5pp |
| Employer contribution / active EE | $2,467 | $3,241-23.9% | $2,498-1.3% | $4,762-48.2% |
| Participant deferral / active EE | $7,703 | $4,649+65.7% | $3,722+106.9% | $5,983+28.8% |
| Admin fee / account holder | $3,773 | $8,237-54.2% | $5,665-33.4% | $11,250-66.5% |