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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 | $105,613 | $51,638+104.5% | $68,368+54.5% | $82,448+28.1% |
| Participation rate | 93.9% | 63.6%+30.3pp | 73.8%+20.1pp | 68.1%+25.8pp |
| Annual return | 12.72% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,036 | $2,047-0.5% | $2,649-23.2% | $2,551-20.2% |
| Participant deferral / active EE | $7,044 | $2,914+141.8% | $4,123+70.8% | $4,139+70.2% |
| Admin fee / account holder | $14,635 | $4,643+215.2% | $5,150+184.2% | $7,234+102.3% |