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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 | $117,846 | $78,690+49.8% | $161,489-27.0% | $87,485+34.7% |
| Participation rate | 81.1% | 67.5%+13.6pp | 78.7%+2.4pp | 68.9%+12.1pp |
| Annual return | 8.82% | 32.74%-23.9pp | 89.72%-80.9pp | 26.06%-17.2pp |
| Employer contribution / active EE | $1,283 | $2,588-50.4% | $4,268-70.0% | $2,596-50.6% |
| Participant deferral / active EE | $1,521 | $3,311-54.1% | $5,630-73.0% | $4,274-64.4% |
| Admin fee / account holder | $7,006 | $6,724+4.2% | $16,006-56.2% | $7,775-9.9% |