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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 | $71,839 | $63,346+13.4% | $92,240-22.1% | $70,126+2.4% |
| Participation rate | 84.8% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 12.12% | 530.19%-518.1pp | 176.29%-164.2pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,605 | $2,471-35.1% | $3,680-56.4% | $2,343-31.5% |
| Participant deferral / active EE | $4,131 | $2,854+44.8% | $3,897+6.0% | $3,332+24.0% |
| Admin fee / account holder | $7,901 | $3,841+105.7% | $5,194+52.1% | $4,645+70.1% |