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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 | $41,826 | $118,869-64.8% | $96,575-56.7% | $167,518-75.0% |
| Participation rate | 73.7% | 75.5%-1.8pp | 69.8%+3.9pp | 82.1%-8.4pp |
| Annual return | 7.50% | 50.49%-43.0pp | 37.79%-30.3pp | 478.71%-471.2pp |
| Employer contribution / active EE | $2,184 | $3,120-30.0% | $2,357-7.3% | $4,838-54.9% |
| Participant deferral / active EE | $1,633 | $4,616-64.6% | $3,849-57.6% | $6,342-74.2% |
| Admin fee / account holder | $799 | $8,067-90.1% | $6,182-87.1% | $12,312-93.5% |