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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 | $124,371 | $112,121+10.9% | $95,960+29.6% | $158,966-21.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 4.18% | 171.16%-167.0pp | 91.63%-87.5pp | 302.95%-298.8pp |
| Employer contribution / active EE | $3,375 | $3,199+5.5% | $2,541+32.8% | $4,762-29.1% |
| Participant deferral / active EE | $7,021 | $4,784+46.7% | $4,167+68.5% | $5,983+17.3% |
| Admin fee / account holder | $2,181 | $10,135-78.5% | $6,797-67.9% | $11,250-80.6% |