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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 | $69,924 | $101,618-31.2% | $93,063-24.9% | $137,256-49.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 10.03% | 223.95%-213.9pp | 34.15%-24.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,002 | $2,707-63.0% | $2,476-59.5% | $4,156-75.9% |
| Participant deferral / active EE | $7,086 | $4,279+65.6% | $3,958+79.0% | $6,407+10.6% |
| Admin fee / account holder | $895 | $6,198-85.6% | $6,033-85.2% | $12,270-92.7% |