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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 | $41,162 | $102,429-59.8% | $147,096-72.0% | $80,925-49.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 7.45% | 135.02%-127.6pp | 419.75%-412.3pp | 35.65%-28.2pp |
| Employer contribution / active EE | $3,257 | $3,716-12.4% | $4,936-34.0% | $2,756+18.2% |
| Participant deferral / active EE | $7,804 | $6,649+17.4% | $8,071-3.3% | $4,299+81.5% |
| Admin fee / account holder | $1,566 | $7,957-80.3% | $13,005-88.0% | $6,940-77.4% |