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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 | $182,508 | $51,638+253.4% | $68,368+167.0% | $82,448+121.4% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+18.9pp | 68.1%+24.6pp |
| Annual return | 12.57% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $7,072 | $2,047+245.5% | $2,649+167.0% | $2,551+177.2% |
| Participant deferral / active EE | $4,150 | $2,914+42.4% | $4,123+0.7% | $4,139+0.3% |
| Admin fee / account holder | $3,294 | $4,643-29.1% | $5,150-36.0% | $7,234-54.5% |