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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 | $79,478 | $111,785-28.9% | $93,669-15.1% | $145,877-45.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 7.73% | 203.79%-196.1pp | 133.59%-125.9pp | 551.28%-543.6pp |
| Employer contribution / active EE | $884 | $3,096-71.4% | $2,424-63.5% | $4,663-81.0% |
| Participant deferral / active EE | $1,835 | $4,919-62.7% | $4,416-58.4% | $6,691-72.6% |
| Admin fee / account holder | $4,601 | $10,256-55.1% | $8,291-44.5% | $13,402-65.7% |