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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 | $116,565 | $166,131-29.8% | $164,975-29.3% | $145,877-20.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 7.22% | 100.37%-93.1pp | 70.12%-62.9pp | 551.28%-544.1pp |
| Employer contribution / active EE | $3,544 | $5,276-32.8% | $4,343-18.4% | $4,663-24.0% |
| Participant deferral / active EE | $3,786 | $6,962-45.6% | $6,033-37.2% | $6,691-43.4% |
| Admin fee / account holder | $4,921 | $16,648-70.4% | $12,688-61.2% | $13,402-63.3% |