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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 | $180,712 | $98,776+83.0% | $149,745+20.7% | $79,856+126.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 8.61% | 27.38%-18.8pp | 276.72%-268.1pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,080 | $3,217-4.3% | $4,646-33.7% | $2,471+24.6% |
| Participant deferral / active EE | $4,978 | $5,681-12.4% | $6,843-27.3% | $3,741+33.1% |
| Admin fee / account holder | $41,483 | $6,053+585.4% | $9,312+345.5% | $5,306+681.8% |