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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 | $196,983 | $115,810+70.1% | $101,271+94.5% | $158,966+23.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 2.12% | 56.15%-54.0pp | 46.48%-44.4pp | 302.95%-300.8pp |
| Employer contribution / active EE | $2,954 | $4,175-29.3% | $3,660-19.3% | $4,762-38.0% |
| Participant deferral / active EE | $7,406 | $4,958+49.4% | $4,371+69.4% | $5,983+23.8% |
| Admin fee / account holder | $2,218 | $7,248-69.4% | $5,948-62.7% | $11,250-80.3% |