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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 | $124,240 | $105,210+18.1% | $159,487-22.1% | $85,851+44.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 8.07% | 45.08%-37.0pp | 263.71%-255.6pp | 318.63%-310.6pp |
| Employer contribution / active EE | $3,893 | $3,319+17.3% | $4,831-19.4% | $2,565+51.7% |
| Participant deferral / active EE | $6,602 | $5,946+11.0% | $7,354-10.2% | $3,952+67.0% |
| Admin fee / account holder | $3,686 | $6,934-46.8% | $10,804-65.9% | $6,261-41.1% |