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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 | $154,625 | $39,036+296.1% | $80,784+91.4% | $85,851+80.1% |
| Participation rate | 84.4% | 41.6%+42.8pp | 54.2%+30.2pp | 69.3%+15.1pp |
| Annual return | 11.32% | 26.31%-15.0pp | 87.31%-76.0pp | 318.63%-307.3pp |
| Employer contribution / active EE | $1,173 | $722+62.4% | $1,160+1.1% | $2,565-54.3% |
| Participant deferral / active EE | $2,168 | $1,326+63.5% | $2,145+1.0% | $3,952-45.2% |
| Admin fee / account holder | $936 | $2,429-61.5% | $3,380-72.3% | $6,261-85.0% |