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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 | $97,831 | $51,638+89.5% | $68,368+43.1% | $82,448+18.7% |
| Participation rate | 89.7% | 63.6%+26.0pp | 73.8%+15.9pp | 68.1%+21.6pp |
| Annual return | 12.67% | 37.53%-24.9pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $321 | $2,047-84.3% | $2,649-87.9% | $2,551-87.4% |
| Participant deferral / active EE | $5,479 | $2,914+88.1% | $4,123+32.9% | $4,139+32.4% |
| Admin fee / account holder | $3,656 | $4,643-21.3% | $5,150-29.0% | $7,234-49.5% |