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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 | $86,940 | $102,422-15.1% | $147,117-40.9% | $80,959+7.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 9.71% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,607 | $3,717-56.8% | $4,932-67.4% | $2,757-41.7% |
| Participant deferral / active EE | $6,455 | $6,652-3.0% | $8,065-20.0% | $4,300+50.1% |
| Admin fee / account holder | $5,396 | $7,953-32.2% | $12,993-58.5% | $6,925-22.1% |