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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 | $133,878 | $98,776+35.5% | $149,745-10.6% | $79,856+67.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.2pp |
| Annual return | 11.60% | 27.38%-15.8pp | 276.72%-265.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,011 | $3,217-68.6% | $4,646-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $6,611 | $5,681+16.4% | $6,843-3.4% | $3,741+76.7% |
| Admin fee / account holder | $11,491 | $6,053+89.9% | $9,312+23.4% | $5,306+116.6% |