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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 | $117,726 | $61,125+92.6% | $94,057+25.2% | $87,485+34.6% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.3%+22.7pp | 68.9%+27.1pp |
| Annual return | 11.78% | 35.20%-23.4pp | 480.62%-468.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $22,689 | $2,136+962.0% | $2,933+673.6% | $2,596+773.9% |
| Participant deferral / active EE | $787 | $3,260-75.9% | $4,709-83.3% | $4,274-81.6% |
| Admin fee / account holder | $5,782 | $5,629+2.7% | $7,244-20.2% | $7,775-25.6% |