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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 | $212,423 | $107,368+97.8% | $92,915+128.6% | $152,909+38.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 4.31% | 145.64%-141.3pp | 109.45%-105.1pp | 345.46%-341.2pp |
| Employer contribution / active EE | $2,189 | $4,222-48.2% | $3,653-40.1% | $4,764-54.0% |
| Participant deferral / active EE | $6,501 | $4,848+34.1% | $4,238+53.4% | $5,851+11.1% |
| Admin fee / account holder | $6,590 | $7,082-7.0% | $5,796+13.7% | $11,601-43.2% |