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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 | $77,205 | $100,139-22.9% | $85,187-9.4% | $145,884-47.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.68% | 84.15%-76.5pp | 66.67%-59.0pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,856 | $3,238-42.7% | $2,732-32.1% | $4,662-60.2% |
| Participant deferral / active EE | $3,120 | $5,296-41.1% | $4,525-31.0% | $6,690-53.4% |
| Admin fee / account holder | $1,080 | $7,262-85.1% | $6,162-82.5% | $13,392-91.9% |