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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 | $221,047 | $157,276+40.5% | $141,177+56.6% | $152,885+44.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 2.32% | 64.33%-62.0pp | 71.40%-69.1pp | 345.39%-343.1pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,763+5.0% |
| Participant deferral / active EE | $5,847 | $7,110-17.8% | $6,710-12.9% | $5,851-0.1% |
| Admin fee / account holder | $3,625 | $12,123-70.1% | $10,263-64.7% | $11,598-68.7% |