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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 | $133,690 | $51,638+158.9% | $68,368+95.5% | $82,448+62.2% |
| Participation rate | 78.6% | 63.6%+15.0pp | 73.8%+4.8pp | 68.1%+10.5pp |
| Annual return | 11.36% | 37.53%-26.2pp | 292.57%-281.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $3,172 | $2,047+55.0% | $2,649+19.8% | $2,551+24.4% |
| Participant deferral / active EE | $8,577 | $2,914+194.4% | $4,123+108.0% | $4,139+107.2% |
| Admin fee / account holder | $3,302 | $4,643-28.9% | $5,150-35.9% | $7,234-54.4% |