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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 | $117,846+31.5% | $102,434+51.3% | $145,884+6.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 3.91% | 31.90%-28.0pp | 29.46%-25.5pp | 551.85%-547.9pp |
| Employer contribution / active EE | $12,857 | $3,615+255.7% | $3,023+325.3% | $4,662+175.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,128 | $13,356+28.2% | $9,462+81.0% | $13,392+27.9% |