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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 | $122,727 | $102,422+19.8% | $147,117-16.6% | $80,959+51.6% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 7.90% | 135.16%-127.3pp | 420.54%-412.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $2,450 | $3,717-34.1% | $4,932-50.3% | $2,757-11.1% |
| Participant deferral / active EE | $8,636 | $6,652+29.8% | $8,065+7.1% | $4,300+100.8% |
| Admin fee / account holder | $4,593 | $7,953-42.3% | $12,993-64.7% | $6,925-33.7% |