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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 | $120,193 | $98,776+21.7% | $149,745-19.7% | $79,856+50.5% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.5%-9.0pp | 69.6%+3.9pp |
| Annual return | 12.19% | 27.38%-15.2pp | 276.72%-264.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,210 | $3,217-62.4% | $4,646-73.9% | $2,471-51.0% |
| Participant deferral / active EE | $4,043 | $5,681-28.8% | $6,843-40.9% | $3,741+8.1% |
| Admin fee / account holder | $4,433 | $6,053-26.8% | $9,312-52.4% | $5,306-16.5% |