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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 | $33,656 | $102,422-67.1% | $147,117-77.1% | $80,959-58.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 11.27% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,726 | $3,717+0.2% | $4,932-24.5% | $2,757+35.1% |
| Participant deferral / active EE | $4,356 | $6,652-34.5% | $8,065-46.0% | $4,300+1.3% |
| Admin fee / account holder | $2,453 | $7,953-69.2% | $12,993-81.1% | $6,925-64.6% |