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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 | $98,430 | $70,366+39.9% | $66,674+47.6% | $138,895-29.1% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.7%+19.2pp | 79.9%+12.9pp |
| Annual return | 11.04% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,527 | $2,765+27.6% | $2,620+34.6% | $4,194-15.9% |
| Participant deferral / active EE | $7,697 | $4,374+76.0% | $4,084+88.5% | $6,396+20.3% |
| Admin fee / account holder | $10,905 | $5,262+107.2% | $5,098+113.9% | $12,562-13.2% |