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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 | $78,675 | $70,366+11.8% | $66,674+18.0% | $138,895-43.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.7%+20.1pp | 79.9%+13.8pp |
| Annual return | 12.87% | 386.41%-373.5pp | 321.24%-308.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,385 | $2,765+22.4% | $2,620+29.2% | $4,194-19.3% |
| Participant deferral / active EE | $3,476 | $4,374-20.5% | $4,084-14.9% | $6,396-45.7% |
| Admin fee / account holder | $2,405 | $5,262-54.3% | $5,098-52.8% | $12,562-80.9% |