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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 | $74,428 | $157,296-52.7% | $141,191-47.3% | $152,897-51.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 14.15% | 64.34%-50.2pp | 71.41%-57.3pp | 345.43%-331.3pp |
| Employer contribution / active EE | $5,770 | $5,262+9.6% | $4,736+21.8% | $4,764+21.1% |
| Participant deferral / active EE | $5,242 | $7,111-26.3% | $6,710-21.9% | $5,851-10.4% |
| Admin fee / account holder | $4,130 | $12,125-65.9% | $10,264-59.8% | $11,599-64.4% |