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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 | $195,324 | $118,875+64.3% | $96,572+102.3% | $167,553+16.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 3.63% | 50.50%-46.9pp | 37.79%-34.2pp | 478.89%-475.3pp |
| Employer contribution / active EE | $866 | $3,121-72.3% | $2,357-63.3% | $4,840-82.1% |
| Participant deferral / active EE | $5,729 | $4,617+24.1% | $3,850+48.8% | $6,343-9.7% |
| Admin fee / account holder | $1,365 | $8,070-83.1% | $6,183-77.9% | $12,316-88.9% |