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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 | $120,291 | $107,368+12.0% | $92,915+29.5% | $152,909-21.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 11.98% | 145.64%-133.7pp | 109.45%-97.5pp | 345.46%-333.5pp |
| Employer contribution / active EE | $3,121 | $4,222-26.1% | $3,653-14.6% | $4,764-34.5% |
| Participant deferral / active EE | $7,764 | $4,848+60.1% | $4,238+83.2% | $5,851+32.7% |
| Admin fee / account holder | $22,189 | $7,082+213.3% | $5,796+282.9% | $11,601+91.3% |