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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 | $106,257 | $61,125+73.8% | $94,057+13.0% | $87,485+21.5% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.3%+17.3pp | 68.9%+21.7pp |
| Annual return | 8.90% | 35.20%-26.3pp | 480.62%-471.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $575 | $2,136-73.1% | $2,933-80.4% | $2,596-77.9% |
| Participant deferral / active EE | $4,721 | $3,260+44.8% | $4,709+0.2% | $4,274+10.5% |
| Admin fee / account holder | $9,840 | $5,629+74.8% | $7,244+35.8% | $7,775+26.6% |