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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 | $128,061 | $65,367+95.9% | $92,915+37.8% | $72,976+75.5% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 15.83% | 42.11%-26.3pp | 109.45%-93.6pp | 81.02%-65.2pp |
| Employer contribution / active EE | $7,015 | $2,594+170.5% | $3,653+92.0% | $2,440+187.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,138 | $4,251+209.0% | $5,796+126.7% | $5,124+156.4% |