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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 | $72,923 | $63,346+15.1% | $92,240-20.9% | $70,126+4.0% |
| Participation rate | 88.6% | 68.7%+19.9pp | 76.5%+12.1pp | 69.5%+19.0pp |
| Annual return | 9.90% | 530.19%-520.3pp | 176.29%-166.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $2,737 | $2,471+10.7% | $3,680-25.6% | $2,343+16.8% |
| Participant deferral / active EE | $2,144 | $2,854-24.9% | $3,897-45.0% | $3,332-35.7% |
| Admin fee / account holder | $3,680 | $3,841-4.2% | $5,194-29.1% | $4,645-20.8% |