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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 | $80,033 | $157,304-49.1% | $141,197-43.3% | $152,909-47.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 4.32% | 64.34%-60.0pp | 71.41%-67.1pp | 345.46%-341.1pp |
| Employer contribution / active EE | $2,699 | $5,263-48.7% | $4,736-43.0% | $4,764-43.3% |
| Participant deferral / active EE | $8,331 | $7,111+17.2% | $6,710+24.1% | $5,851+42.4% |
| Admin fee / account holder | $3,269 | $12,126-73.0% | $10,265-68.2% | $11,601-71.8% |