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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 | $84,009 | $56,116+49.7% | $135,768-38.1% | $86,983-3.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 11.32% | 125.33%-114.0pp | 526.10%-514.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $2,124 | $1,528+39.0% | $3,394-37.4% | $2,584-17.8% |
| Participant deferral / active EE | $3,980 | $2,690+48.0% | $3,977+0.1% | $4,194-5.1% |
| Admin fee / account holder | $687 | $4,314-84.1% | $7,048-90.3% | $7,856-91.3% |