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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 | $184,880 | $162,821+13.5% | $133,978+38.0% | $158,982+16.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 0.93% | 41.95%-41.0pp | 45.10%-44.2pp | 302.99%-302.1pp |
| Employer contribution / active EE | $2,427 | $4,976-51.2% | $3,919-38.1% | $4,763-49.0% |
| Participant deferral / active EE | $4,484 | $5,910-24.1% | $5,047-11.2% | $5,983-25.1% |
| Admin fee / account holder | $1,693 | $11,742-85.6% | $8,930-81.0% | $11,252-85.0% |