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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 | $146,202 | $98,760+48.0% | $149,715-2.3% | $79,858+83.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 11.57% | 27.43%-15.9pp | 276.66%-265.1pp | 31.72%-20.1pp |
| Employer contribution / active EE | $2,932 | $3,217-8.8% | $4,645-36.9% | $2,471+18.7% |
| Participant deferral / active EE | $7,283 | $5,681+28.2% | $6,842+6.4% | $3,740+94.7% |
| Admin fee / account holder | $920 | $6,053-84.8% | $9,310-90.1% | $5,306-82.7% |