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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 | $74,307 | $88,672-16.2% | $105,223-29.4% | $82,448-9.9% |
| Participation rate | 86.1% | 67.9%+18.2pp | 75.0%+11.1pp | 68.1%+18.0pp |
| Annual return | 8.83% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $6,944 | $3,048+127.8% | $3,689+88.3% | $2,551+172.2% |
| Participant deferral / active EE | $2,136 | $4,036-47.1% | $5,072-57.9% | $4,139-48.4% |
| Admin fee / account holder | $14,835 | $7,146+107.6% | $8,859+67.5% | $7,234+105.1% |