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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 | $81,742 | $102,422-20.2% | $147,117-44.4% | $80,959+1.0% |
| Participation rate | 76.9% | 75.9%+1.0pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 11.28% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,351 | $3,717-9.9% | $4,932-32.1% | $2,757+21.5% |
| Participant deferral / active EE | $5,271 | $6,652-20.8% | $8,065-34.6% | $4,300+22.6% |
| Admin fee / account holder | $6,239 | $7,953-21.6% | $12,993-52.0% | $6,925-9.9% |