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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 | $82,477 | $95,406-13.6% | $185,849-55.6% | $85,847-3.9% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 9.85% | 23.59%-13.7pp | 122.10%-112.2pp | 318.61%-308.8pp |
| Employer contribution / active EE | $1,800 | $3,314-45.7% | $5,169-65.2% | $2,565-29.8% |
| Participant deferral / active EE | $3,777 | $3,424+10.3% | $5,569-32.2% | $3,952-4.4% |
| Admin fee / account holder | $1,893 | $7,214-73.8% | $16,244-88.3% | $6,261-69.8% |