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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 | $88,946 | $91,559-2.9% | $133,959-33.6% | $79,858+11.4% |
| Participation rate | 81.0% | 73.3%+7.6pp | 79.8%+1.1pp | 69.6%+11.3pp |
| Annual return | 8.35% | 61.85%-53.5pp | 45.09%-36.7pp | 31.72%-23.4pp |
| Employer contribution / active EE | $2,041 | $2,384-14.4% | $3,919-47.9% | $2,471-17.4% |
| Participant deferral / active EE | $4,216 | $3,734+12.9% | $5,047-16.5% | $3,740+12.7% |
| Admin fee / account holder | $829 | $6,321-86.9% | $8,928-90.7% | $5,306-84.4% |