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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 | $49,976+79.0% | $66,674+34.2% | $82,637+8.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 12.90% | 39.09%-26.2pp | 321.24%-308.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,939 | $1,988-2.5% | $2,620-26.0% | $2,552-24.0% |
| Participant deferral / active EE | $3,823 | $2,847+34.3% | $4,084-6.4% | $4,126-7.3% |
| Admin fee / account holder | $791 | $4,594-82.8% | $5,098-84.5% | $7,339-89.2% |