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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 | $81,309 | $55,902+45.4% | $76,030+6.9% | $80,959+0.4% |
| Participation rate | 91.3% | 62.1%+29.2pp | 69.1%+22.2pp | 67.7%+23.6pp |
| Annual return | 7.57% | 20.59%-13.0pp | 361.54%-354.0pp | 35.67%-28.1pp |
| Employer contribution / active EE | $6,784 | $1,867+263.4% | $2,688+152.4% | $2,757+146.0% |
| Participant deferral / active EE | $4,208 | $3,051+37.9% | $4,257-1.2% | $4,300-2.1% |
| Admin fee / account holder | $3,909 | $5,239-25.4% | $6,421-39.1% | $6,925-43.6% |