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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 | $156,975 | $98,776+58.9% | $149,745+4.8% | $79,856+96.6% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 2.55% | 27.38%-24.8pp | 276.72%-274.2pp | 31.71%-29.2pp |
| Employer contribution / active EE | $9,546 | $3,217+196.7% | $4,646+105.5% | $2,471+286.3% |
| Participant deferral / active EE | $9,529 | $5,681+67.7% | $6,843+39.3% | $3,741+154.8% |
| Admin fee / account holder | $2,176 | $6,053-64.1% | $9,312-76.6% | $5,306-59.0% |