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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 | $188,540 | $117,895+59.9% | $102,460+84.0% | $145,897+29.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 31.92%-24.0pp | 29.47%-21.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $4,173 | $3,619+15.3% | $3,025+37.9% | $4,663-10.5% |
| Participant deferral / active EE | $5,053 | $5,736-11.9% | $5,056-0.1% | $6,689-24.5% |
| Admin fee / account holder | $1,122 | $13,353-91.6% | $9,460-88.1% | $13,390-91.6% |