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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 | $66,082 | $111,785-40.9% | $93,669-29.5% | $145,877-54.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 4.64% | 203.79%-199.1pp | 133.59%-129.0pp | 551.28%-546.6pp |
| Employer contribution / active EE | $2,833 | $3,096-8.5% | $2,424+16.9% | $4,663-39.3% |
| Participant deferral / active EE | $8,398 | $4,919+70.7% | $4,416+90.2% | $6,691+25.5% |
| Admin fee / account holder | $4,361 | $10,256-57.5% | $8,291-47.4% | $13,402-67.5% |