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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 | $109,824 | $89,367+22.9% | $141,191-22.2% | $72,975+50.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 6.44% | 111.87%-105.4pp | 71.41%-65.0pp | 81.01%-74.6pp |
| Employer contribution / active EE | $1,580 | $3,115-49.3% | $4,736-66.6% | $2,440-35.2% |
| Participant deferral / active EE | $10,201 | $5,419+88.3% | $6,710+52.0% | $3,608+182.7% |
| Admin fee / account holder | $784 | $5,957-86.8% | $10,264-92.4% | $5,124-84.7% |