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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 | $118,681 | $53,841+120.4% | $75,731+56.7% | $85,851+38.2% |
| Participation rate | 95.3% | 69.0%+26.3pp | 74.8%+20.5pp | 69.3%+26.0pp |
| Annual return | 4.42% | 24.54%-20.1pp | 104.65%-100.2pp | 318.63%-314.2pp |
| Employer contribution / active EE | $4,296 | $2,017+113.0% | $2,743+56.6% | $2,565+67.4% |
| Participant deferral / active EE | $1,241 | $2,895-57.1% | $3,820-67.5% | $3,952-68.6% |
| Admin fee / account holder | $8,670 | $3,340+159.6% | $3,620+139.5% | $6,261+38.5% |