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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 | $178,939 | $111,535+60.4% | $105,223+70.1% | $137,256+30.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.14% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,932 | $3,939-51.0% | $3,689-47.6% | $4,156-53.5% |
| Participant deferral / active EE | $2,328 | $5,500-57.7% | $5,072-54.1% | $6,407-63.7% |
| Admin fee / account holder | $3,405 | $9,721-65.0% | $8,859-61.6% | $12,270-72.2% |