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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 | $89,503 | $89,259+0.3% | $107,187-16.5% | $82,637+8.3% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.2pp |
| Annual return | 10.37% | 21.02%-10.7pp | 204.55%-194.2pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,168 | $3,080-62.1% | $3,782-69.1% | $2,552-54.2% |
| Participant deferral / active EE | $3,516 | $4,037-12.9% | $5,096-31.0% | $4,126-14.8% |
| Admin fee / account holder | $12,912 | $7,381+74.9% | $9,162+40.9% | $7,339+75.9% |