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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 | $121,814 | $70,366+73.1% | $66,674+82.7% | $138,895-12.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 9.74% | 386.41%-376.7pp | 321.24%-311.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $3,552 | $2,765+28.5% | $2,620+35.6% | $4,194-15.3% |
| Participant deferral / active EE | $8,835 | $4,374+102.0% | $4,084+116.3% | $6,396+38.1% |
| Admin fee / account holder | $12,724 | $5,262+141.8% | $5,098+149.6% | $12,562+1.3% |