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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 | $38,176 | $102,422-62.7% | $147,117-74.1% | $80,959-52.8% |
| Participation rate | 90.2% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.6pp |
| Annual return | 11.73% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $4,673 | $3,717+25.7% | $4,932-5.3% | $2,757+69.5% |
| Participant deferral / active EE | $7,135 | $6,652+7.3% | $8,065-11.5% | $4,300+65.9% |
| Admin fee / account holder | $5,603 | $7,953-29.5% | $12,993-56.9% | $6,925-19.1% |