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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 | $145,026 | $63,354+128.9% | $94,105+54.1% | $82,637+75.5% |
| Participation rate | 92.9% | 63.8%+29.0pp | 71.9%+20.9pp | 68.1%+24.8pp |
| Annual return | 11.16% | 34.36%-23.2pp | 204.55%-193.4pp | 53.51%-42.3pp |
| Employer contribution / active EE | $9,225 | $1,760+424.3% | $2,504+268.3% | $2,552+261.4% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,932 | $5,073-61.9% | $6,199-68.8% | $7,339-73.7% |