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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 | $107,744 | $102,385+5.2% | $147,080-26.7% | $80,935+33.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 7.32% | 135.09%-127.8pp | 420.17%-412.8pp | 35.66%-28.3pp |
| Employer contribution / active EE | $4,432 | $3,717+19.2% | $4,933-10.2% | $2,757+60.8% |
| Participant deferral / active EE | $9,166 | $6,651+37.8% | $8,066+13.6% | $4,299+113.2% |
| Admin fee / account holder | $5,756 | $7,951-27.6% | $12,989-55.7% | $6,924-16.9% |