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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 | $115,965 | $89,370+29.8% | $141,197-17.9% | $72,976+58.9% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 18.44% | 111.88%-93.4pp | 71.41%-53.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,869 | $3,115-7.9% | $4,736-39.4% | $2,440+17.6% |
| Participant deferral / active EE | $7,722 | $5,419+42.5% | $6,710+15.1% | $3,608+114.0% |
| Admin fee / account holder | $13,701 | $5,957+130.0% | $10,265+33.5% | $5,124+167.4% |