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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 | $99,053-19.1% | $88,179-9.1% | $138,895-42.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.1%+2.3pp | 79.9%-8.5pp |
| Annual return | 7.16% | 78.17%-71.0pp | 64.97%-57.8pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,762 | $2,882-38.9% | $2,549-30.9% | $4,194-58.0% |
| Participant deferral / active EE | $9,681 | $5,225+85.3% | $4,614+109.8% | $6,396+51.4% |
| Admin fee / account holder | $90,381 | $8,748+933.1% | $7,673+1077.9% | $12,562+619.5% |