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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 | $103,246 | $98,766+4.5% | $149,730-31.0% | $79,852+29.3% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 12.14% | 27.43%-15.3pp | 276.70%-264.6pp | 31.72%-19.6pp |
| Employer contribution / active EE | $2,699 | $3,217-16.1% | $4,645-41.9% | $2,471+9.2% |
| Participant deferral / active EE | $5,883 | $5,681+3.6% | $6,843-14.0% | $3,740+57.3% |
| Admin fee / account holder | $15,069 | $6,052+149.0% | $9,310+61.8% | $5,306+184.0% |