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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 | $76,114 | $89,370-14.8% | $141,197-46.1% | $72,976+4.3% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 18.10% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,866 | $3,115-40.1% | $4,736-60.6% | $2,440-23.5% |
| Participant deferral / active EE | $2,467 | $5,419-54.5% | $6,710-63.2% | $3,608-31.6% |
| Admin fee / account holder | $18,764 | $5,957+215.0% | $10,265+82.8% | $5,124+266.2% |