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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 | $121,557 | $111,814+8.7% | $103,378+17.6% | $145,978-16.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 7.83% | 24.80%-17.0pp | 24.91%-17.1pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,634 | $4,215-37.5% | $3,870-31.9% | $4,662-43.5% |
| Participant deferral / active EE | $8,767 | $5,618+56.1% | $5,058+73.3% | $6,690+31.1% |
| Admin fee / account holder | $59,264 | $9,764+507.0% | $8,401+605.4% | $13,400+342.3% |