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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 | $114,493 | $89,364+28.1% | $141,177-18.9% | $72,983+56.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 18.55% | 111.86%-93.3pp | 71.40%-52.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $4,562 | $3,115+46.5% | $4,736-3.7% | $2,440+87.0% |
| Participant deferral / active EE | $7,927 | $5,419+46.3% | $6,710+18.1% | $3,608+119.7% |
| Admin fee / account holder | $3,945 | $5,959-33.8% | $10,263-61.6% | $5,124-23.0% |