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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 | $188,710 | $70,366+168.2% | $66,674+183.0% | $138,895+35.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 12.84% | 386.41%-373.6pp | 321.24%-308.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,996 | $2,765+44.5% | $2,620+52.5% | $4,194-4.7% |
| Participant deferral / active EE | $6,833 | $4,374+56.2% | $4,084+67.3% | $6,396+6.8% |
| Admin fee / account holder | $1,790 | $5,262-66.0% | $5,098-64.9% | $12,562-85.8% |