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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 | $152,283 | $148,582+2.5% | $135,942+12.0% | $139,456+9.2% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 11.53% | 79.26%-67.7pp | 68.28%-56.7pp | 373.45%-361.9pp |
| Employer contribution / active EE | $3,294 | $5,245-37.2% | $4,858-32.2% | $4,753-30.7% |
| Participant deferral / active EE | $10,771 | $8,101+32.9% | $7,759+38.8% | $6,711+60.5% |
| Admin fee / account holder | $65,556 | $12,402+428.6% | $10,764+509.0% | $11,407+474.7% |