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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 | $74,331 | $102,429-27.4% | $147,096-49.5% | $80,925-8.1% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 9.12% | 135.02%-125.9pp | 419.75%-410.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $877 | $3,716-76.4% | $4,936-82.2% | $2,756-68.2% |
| Participant deferral / active EE | $5,520 | $6,649-17.0% | $8,071-31.6% | $4,299+28.4% |
| Admin fee / account holder | $9,857 | $7,957+23.9% | $13,005-24.2% | $6,940+42.0% |