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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 | $25,226 | $89,370-71.8% | $141,197-82.1% | $72,976-65.4% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.5%+1.6pp | 69.5%+14.6pp |
| Annual return | 17.93% | 111.88%-93.9pp | 71.41%-53.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $789 | $3,115-74.7% | $4,736-83.3% | $2,440-67.7% |
| Participant deferral / active EE | $4,986 | $5,419-8.0% | $6,710-25.7% | $3,608+38.2% |
| Admin fee / account holder | $6,080 | $5,957+2.1% | $10,265-40.8% | $5,124+18.6% |