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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 | $121,725 | $102,422+18.8% | $147,117-17.3% | $80,959+50.4% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 10.97% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $5,398 | $3,717+45.2% | $4,932+9.4% | $2,757+95.8% |
| Participant deferral / active EE | $11,437 | $6,652+71.9% | $8,065+41.8% | $4,300+166.0% |
| Admin fee / account holder | $3,912 | $7,953-50.8% | $12,993-69.9% | $6,925-43.5% |