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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 | $124,132 | $111,535+11.3% | $105,223+18.0% | $137,256-9.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 10.57% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,836 | $3,939-28.0% | $3,689-23.1% | $4,156-31.8% |
| Participant deferral / active EE | $6,322 | $5,500+15.0% | $5,072+24.7% | $6,407-1.3% |
| Admin fee / account holder | $26,544 | $9,721+173.0% | $8,859+199.6% | $12,270+116.3% |