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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 | $100,737 | $78,428+28.4% | $95,960+5.0% | $79,852+26.2% |
| Participation rate | 71.1% | 73.5%-2.4pp | 77.1%-6.0pp | 69.6%+1.4pp |
| Annual return | 5.46% | 19.37%-13.9pp | 91.63%-86.2pp | 31.72%-26.3pp |
| Employer contribution / active EE | $605 | $1,945-68.9% | $2,541-76.2% | $2,471-75.5% |
| Participant deferral / active EE | $3,739 | $3,440+8.7% | $4,167-10.3% | $3,7400% |
| Admin fee / account holder | $10,355 | $5,622+84.2% | $6,797+52.4% | $5,306+95.2% |