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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 | $148,170 | $72,071+105.6% | $68,368+116.7% | $137,256+8.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 12.15% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,151 | $2,788-22.8% | $2,649-18.8% | $4,156-48.2% |
| Participant deferral / active EE | $6,003 | $4,410+36.1% | $4,123+45.6% | $6,407-6.3% |
| Admin fee / account holder | $11,373 | $5,336+113.2% | $5,150+120.8% | $12,270-7.3% |