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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 | $133,714 | $51,638+158.9% | $68,368+95.6% | $82,448+62.2% |
| Participation rate | 86.7% | 63.6%+23.1pp | 73.8%+12.9pp | 68.1%+18.6pp |
| Annual return | 12.62% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,502 | $2,047+71.1% | $2,649+32.2% | $2,551+37.3% |
| Participant deferral / active EE | $7,681 | $2,914+163.6% | $4,123+86.3% | $4,139+85.6% |
| Admin fee / account holder | $8,237 | $4,643+77.4% | $5,150+59.9% | $7,234+13.9% |