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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 | $103,558 | $102,422+1.1% | $147,117-29.6% | $80,959+27.9% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 10.28% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,374 | $3,717-36.1% | $4,932-51.9% | $2,757-13.9% |
| Participant deferral / active EE | $9,497 | $6,652+42.8% | $8,065+17.8% | $4,300+120.8% |
| Admin fee / account holder | $12,490 | $7,953+57.0% | $12,993-3.9% | $6,925+80.3% |