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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 | $126,286 | $124,346+1.6% | $111,308+13.5% | $167,536-24.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 8.01% | 37.45%-29.4pp | 54.67%-46.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $2,392 | $3,437-30.4% | $2,732-12.4% | $4,839-50.6% |
| Participant deferral / active EE | $4,598 | $5,182-11.3% | $4,487+2.5% | $6,342-27.5% |
| Admin fee / account holder | $24,014 | $10,621+126.1% | $7,965+201.5% | $12,315+95.0% |