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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 | $88,638 | $89,370-0.8% | $141,197-37.2% | $72,976+21.5% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 10.92% | 111.88%-101.0pp | 71.41%-60.5pp | 81.02%-70.1pp |
| Employer contribution / active EE | $4,418 | $3,115+41.8% | $4,736-6.7% | $2,440+81.1% |
| Participant deferral / active EE | $6,027 | $5,419+11.2% | $6,710-10.2% | $3,608+67.1% |
| Admin fee / account holder | $15,105 | $5,957+153.6% | $10,265+47.1% | $5,124+194.8% |