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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 | $134,207 | $124,346+7.9% | $111,308+20.6% | $167,536-19.9% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 5.92% | 37.45%-31.5pp | 54.67%-48.7pp | 478.82%-472.9pp |
| Employer contribution / active EE | $3,658 | $3,437+6.4% | $2,732+33.9% | $4,839-24.4% |
| Participant deferral / active EE | $8,155 | $5,182+57.4% | $4,487+81.7% | $6,342+28.6% |
| Admin fee / account holder | $60,901 | $10,621+473.4% | $7,965+664.6% | $12,315+394.5% |