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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 | $129,122 | $78,690+64.1% | $161,489-20.0% | $87,485+47.6% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 10.81% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $5,378 | $2,588+107.8% | $4,268+26.0% | $2,596+107.2% |
| Participant deferral / active EE | $3,311 | $3,3110% | $5,630-41.2% | $4,274-22.5% |
| Admin fee / account holder | $41,471 | $6,724+516.8% | $16,006+159.1% | $7,775+433.4% |