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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 | $210,741 | $98,760+113.4% | $149,715+40.8% | $79,858+163.9% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 5.12% | 27.43%-22.3pp | 276.66%-271.5pp | 31.72%-26.6pp |
| Employer contribution / active EE | $4,606 | $3,217+43.2% | $4,645-0.8% | $2,471+86.4% |
| Participant deferral / active EE | $7,223 | $5,681+27.1% | $6,842+5.6% | $3,740+93.1% |
| Admin fee / account holder | $6,765 | $6,053+11.8% | $9,310-27.3% | $5,306+27.5% |