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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 | $126,310 | $102,938+22.7% | $94,105+34.2% | $138,895-9.1% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 7.60% | 250.28%-242.7pp | 204.55%-197.0pp | 145.39%-137.8pp |
| Employer contribution / active EE | $3,353 | $2,732+22.8% | $2,504+33.9% | $4,194-20.0% |
| Participant deferral / active EE | $4,208 | $4,196+0.3% | $3,881+8.4% | $6,396-34.2% |
| Admin fee / account holder | $26,025 | $6,600+294.3% | $6,199+319.8% | $12,562+107.2% |