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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 | $106,928 | $56,116+90.5% | $135,768-21.2% | $86,983+22.9% |
| Participation rate | 86.6% | 60.1%+26.4pp | 71.1%+15.5pp | 69.5%+17.0pp |
| Annual return | 11.51% | 125.33%-113.8pp | 526.10%-514.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,962 | $1,528+28.4% | $3,394-42.2% | $2,584-24.1% |
| Participant deferral / active EE | $5,244 | $2,690+95.0% | $3,977+31.9% | $4,194+25.0% |
| Admin fee / account holder | $1,183 | $4,314-72.6% | $7,048-83.2% | $7,856-84.9% |