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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 | $98,776+48.0% | $149,745-2.4% | $79,856+83.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 11.57% | 27.38%-15.8pp | 276.72%-265.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,932 | $3,217-8.9% | $4,646-36.9% | $2,471+18.7% |
| Participant deferral / active EE | $7,283 | $5,681+28.2% | $6,843+6.4% | $3,741+94.7% |
| Admin fee / account holder | $920 | $6,053-84.8% | $9,312-90.1% | $5,306-82.7% |