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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 | $161,351 | $102,978+56.7% | $90,287+78.7% | $152,870+5.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 7.90% | 95.17%-87.3pp | 78.10%-70.2pp | 345.34%-337.4pp |
| Employer contribution / active EE | $1,978 | $3,139-37.0% | $2,855-30.7% | $4,763-58.5% |
| Participant deferral / active EE | $7,628 | $4,281+78.2% | $3,885+96.4% | $5,850+30.4% |
| Admin fee / account holder | $2,445 | $6,171-60.4% | $5,351-54.3% | $11,597-78.9% |