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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 | $109,647 | $102,429+7.0% | $147,096-25.5% | $80,925+35.5% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 6.41% | 135.02%-128.6pp | 419.75%-413.3pp | 35.65%-29.2pp |
| Employer contribution / active EE | $5,150 | $3,716+38.6% | $4,936+4.3% | $2,756+86.9% |
| Participant deferral / active EE | $7,725 | $6,649+16.2% | $8,071-4.3% | $4,299+79.7% |
| Admin fee / account holder | $20,155 | $7,957+153.3% | $13,005+55.0% | $6,940+190.4% |