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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 | $67,167 | $85,766-21.7% | $136,298-50.7% | $70,126-4.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 10.85% | 31.46%-20.6pp | 5156.27%-5145.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,672 | $2,966-43.6% | $4,696-64.4% | $2,343-28.6% |
| Participant deferral / active EE | $3,926 | $5,051-22.3% | $6,247-37.2% | $3,332+17.8% |
| Admin fee / account holder | $6,688 | $5,421+23.4% | $9,244-27.7% | $4,645+44.0% |