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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 | $157,230 | $98,766+59.2% | $149,730+5.0% | $79,852+96.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 8.47% | 27.43%-19.0pp | 276.70%-268.2pp | 31.72%-23.3pp |
| Employer contribution / active EE | $4,213 | $3,217+31.0% | $4,645-9.3% | $2,471+70.5% |
| Participant deferral / active EE | $4,165 | $5,681-26.7% | $6,843-39.1% | $3,740+11.3% |
| Admin fee / account holder | $5,229 | $6,052-13.6% | $9,310-43.8% | $5,306-1.4% |