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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 | $102,422-27.4% | $147,117-49.5% | $80,959-8.2% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 9.12% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $877 | $3,717-76.4% | $4,932-82.2% | $2,757-68.2% |
| Participant deferral / active EE | $5,520 | $6,652-17.0% | $8,065-31.5% | $4,300+28.4% |
| Admin fee / account holder | $9,857 | $7,953+23.9% | $12,993-24.1% | $6,925+42.3% |