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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 | $120,005 | $88,672+35.3% | $105,223+14.0% | $82,448+45.6% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 5.28% | 30.86%-25.6pp | 180.65%-175.4pp | 41.64%-36.4pp |
| Employer contribution / active EE | $5,744 | $3,048+88.5% | $3,689+55.7% | $2,551+125.2% |
| Participant deferral / active EE | $2,539 | $4,036-37.1% | $5,072-49.9% | $4,139-38.7% |
| Admin fee / account holder | $25,642 | $7,146+258.8% | $8,859+189.5% | $7,234+254.4% |