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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 | $79,058 | $102,632-23.0% | $81,988-3.6% | $158,950-50.3% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 5.43% | 61.05%-55.6pp | 41.31%-35.9pp | 302.91%-297.5pp |
| Employer contribution / active EE | $1,784 | $3,241-44.9% | $2,498-28.6% | $4,762-62.5% |
| Participant deferral / active EE | $5,781 | $4,649+24.3% | $3,722+55.3% | $5,983-3.4% |
| Admin fee / account holder | $5,107 | $8,237-38.0% | $5,665-9.8% | $11,248-54.6% |