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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 | $77,827 | $102,429-24.0% | $147,096-47.1% | $80,925-3.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.28% | 135.02%-123.7pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,274 | $3,716-38.8% | $4,936-53.9% | $2,756-17.5% |
| Participant deferral / active EE | $4,326 | $6,649-34.9% | $8,071-46.4% | $4,299+0.6% |
| Admin fee / account holder | $12,395 | $7,957+55.8% | $13,005-4.7% | $6,940+78.6% |