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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 | $102,385+7.1% | $147,080-25.5% | $80,935+35.5% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 6.41% | 135.09%-128.7pp | 420.17%-413.8pp | 35.66%-29.2pp |
| Employer contribution / active EE | $5,150 | $3,717+38.6% | $4,933+4.4% | $2,757+86.8% |
| Participant deferral / active EE | $7,725 | $6,651+16.2% | $8,066-4.2% | $4,299+79.7% |
| Admin fee / account holder | $20,155 | $7,951+153.5% | $12,989+55.2% | $6,924+191.1% |