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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 | $89,474 | $51,638+73.3% | $68,368+30.9% | $82,448+8.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.90% | 37.53%-24.6pp | 292.57%-279.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,939 | $2,047-5.2% | $2,649-26.8% | $2,551-24.0% |
| Participant deferral / active EE | $3,823 | $2,914+31.2% | $4,123-7.3% | $4,139-7.6% |
| Admin fee / account holder | $791 | $4,643-83.0% | $5,150-84.6% | $7,234-89.1% |