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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 | $86,337 | $89,364-3.4% | $141,177-38.8% | $72,983+18.3% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 14.44% | 111.86%-97.4pp | 71.40%-57.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $896 | $3,115-71.2% | $4,736-81.1% | $2,440-63.3% |
| Participant deferral / active EE | $4,268 | $5,419-21.2% | $6,710-36.4% | $3,608+18.3% |
| Admin fee / account holder | $3,248 | $5,959-45.5% | $10,263-68.4% | $5,124-36.6% |