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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 | $26,719 | $102,422-73.9% | $147,117-81.8% | $80,959-67.0% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 8.53% | 135.16%-126.6pp | 420.54%-412.0pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,760 | $3,717-52.7% | $4,932-64.3% | $2,757-36.2% |
| Participant deferral / active EE | $5,164 | $6,652-22.4% | $8,065-36.0% | $4,300+20.1% |
| Admin fee / account holder | $7,988 | $7,953+0.4% | $12,993-38.5% | $6,925+15.3% |