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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 | $80,156 | $108,882-26.4% | $96,754-17.2% | $154,746-48.2% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 7.16% | 98.39%-91.2pp | 82.04%-74.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,762 | $3,018-41.6% | $2,679-34.2% | $4,379-59.8% |
| Participant deferral / active EE | $9,681 | $5,323+81.9% | $4,758+103.5% | $6,730+43.8% |
| Admin fee / account holder | $90,381 | $10,200+786.1% | $8,905+915.0% | $14,365+529.2% |