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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 | $127,955 | $49,897+156.4% | $80,648+58.7% | $75,177+70.2% |
| Participation rate | 96.0% | 55.3%+40.7pp | 67.0%+29.0pp | 67.2%+28.8pp |
| Annual return | 14.02% | 34.68%-20.7pp | 937.21%-923.2pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,617 | $1,699-4.8% | $2,724-40.6% | $2,671-39.5% |
| Participant deferral / active EE | $3,233 | $2,992+8.1% | $4,443-27.2% | $4,126-21.6% |
| Admin fee / account holder | $2,283 | $3,579-36.2% | $5,382-57.6% | $5,651-59.6% |