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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 | $105,596 | $102,385+3.1% | $147,080-28.2% | $80,935+30.5% |
| Participation rate | 97.2% | 75.9%+21.4pp | 82.2%+15.0pp | 67.7%+29.6pp |
| Annual return | 11.05% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,865 | $3,717-49.8% | $4,933-62.2% | $2,757-32.3% |
| Participant deferral / active EE | $4,941 | $6,651-25.7% | $8,066-38.8% | $4,299+14.9% |
| Admin fee / account holder | $2,453 | $7,951-69.2% | $12,989-81.1% | $6,924-64.6% |