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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 | $86,123 | $102,385-15.9% | $147,080-41.4% | $80,935+6.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 11.58% | 135.09%-123.5pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $986 | $3,717-73.5% | $4,933-80.0% | $2,757-64.2% |
| Participant deferral / active EE | $4,561 | $6,651-31.4% | $8,066-43.5% | $4,299+6.1% |
| Admin fee / account holder | $2,261 | $7,951-71.6% | $12,989-82.6% | $6,924-67.4% |