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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 | $210,643 | $88,672+137.6% | $105,223+100.2% | $82,448+155.5% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 12.84% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,300 | $3,048+8.3% | $3,689-10.5% | $2,551+29.4% |
| Participant deferral / active EE | $11,873 | $4,036+194.2% | $5,072+134.1% | $4,139+186.8% |
| Admin fee / account holder | $46,929 | $7,146+556.7% | $8,859+429.7% | $7,234+548.7% |