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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 | $164,692 | $102,422+60.8% | $147,117+11.9% | $80,959+103.4% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 11.13% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,478 | $3,717+20.4% | $4,932-9.2% | $2,757+62.4% |
| Participant deferral / active EE | $9,198 | $6,652+38.3% | $8,065+14.1% | $4,300+113.9% |
| Admin fee / account holder | $11,922 | $7,953+49.9% | $12,993-8.2% | $6,925+72.1% |