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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 | $70,009 | $65,434+7.0% | $98,483-28.9% | $85,847-18.4% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 11.40% | 21.75%-10.4pp | 1494.38%-1483.0pp | 318.61%-307.2pp |
| Employer contribution / active EE | $2,735 | $2,169+26.1% | $2,961-7.6% | $2,565+6.6% |
| Participant deferral / active EE | $3,531 | $3,168+11.5% | $4,276-17.4% | $3,952-10.6% |
| Admin fee / account holder | $4,803 | $4,595+4.5% | $5,953-19.3% | $6,261-23.3% |