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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 | $127,876 | $102,422+24.9% | $147,117-13.1% | $80,959+58.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 10.43% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,634 | $3,717-2.3% | $4,932-26.3% | $2,757+31.8% |
| Participant deferral / active EE | $7,995 | $6,652+20.2% | $8,065-0.9% | $4,300+85.9% |
| Admin fee / account holder | $1,799 | $7,953-77.4% | $12,993-86.2% | $6,925-74.0% |