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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 | $154,958 | $117,904+31.4% | $102,457+51.2% | $145,978+6.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 3.91% | 31.80%-27.9pp | 29.41%-25.5pp | 550.52%-546.6pp |
| Employer contribution / active EE | $12,857 | $3,613+255.8% | $3,022+325.4% | $4,662+175.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,128 | $13,329+28.5% | $9,451+81.2% | $13,400+27.8% |