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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 | $89,768 | $102,385-12.3% | $147,080-39.0% | $80,935+10.9% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 10.73% | 135.09%-124.4pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,787 | $3,717-51.9% | $4,933-63.8% | $2,757-35.2% |
| Participant deferral / active EE | $6,875 | $6,651+3.4% | $8,066-14.8% | $4,299+59.9% |
| Admin fee / account holder | $8,495 | $7,951+6.8% | $12,989-34.6% | $6,924+22.7% |