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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 | $102,429-15.1% | $147,096-40.9% | $80,925+7.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 9.71% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,607 | $3,716-56.7% | $4,936-67.4% | $2,756-41.7% |
| Participant deferral / active EE | $6,455 | $6,649-2.9% | $8,071-20.0% | $4,299+50.2% |
| Admin fee / account holder | $5,396 | $7,957-32.2% | $13,005-58.5% | $6,940-22.2% |