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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 | $159,792 | $89,367+78.8% | $141,191+13.2% | $72,975+119.0% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 6.52% | 111.87%-105.3pp | 71.41%-64.9pp | 81.01%-74.5pp |
| Employer contribution / active EE | $4,059 | $3,115+30.3% | $4,736-14.3% | $2,440+66.3% |
| Participant deferral / active EE | $7,342 | $5,419+35.5% | $6,710+9.4% | $3,608+103.5% |
| Admin fee / account holder | $9,197 | $5,957+54.4% | $10,264-10.4% | $5,124+79.5% |