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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 | $93,634 | $80,674+16.1% | $119,126-21.4% | $64,340+45.5% |
| Participation rate | 89.2% | 55.2%+34.0pp | 75.8%+13.4pp | 55.2%+33.9pp |
| Annual return | 3.95% | 26.86%-22.9pp | 282.11%-278.2pp | 24.14%-20.2pp |
| Employer contribution / active EE | $833 | $2,564-67.5% | $4,034-79.3% | $1,862-55.2% |
| Participant deferral / active EE | $3,441 | $3,053+12.7% | $5,318-35.3% | $2,980+15.5% |
| Admin fee / account holder | $8,712 | $4,559+91.1% | $10,693-18.5% | $3,703+135.3% |