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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 | $76,085 | $99,875-23.8% | $146,866-48.2% | $86,983-12.5% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.5%+8.0pp |
| Annual return | 12.71% | 28.10%-15.4pp | 102.85%-90.1pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,825 | $3,224-43.4% | $4,425-58.7% | $2,584-29.4% |
| Participant deferral / active EE | $2,932 | $6,322-53.6% | $7,759-62.2% | $4,194-30.1% |
| Admin fee / account holder | $22,440 | $7,838+186.3% | $13,620+64.8% | $7,856+185.7% |