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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 | $122,684 | $51,638+137.6% | $68,368+79.4% | $82,448+48.8% |
| Participation rate | 90.6% | 63.6%+27.0pp | 73.8%+16.9pp | 68.1%+22.6pp |
| Annual return | 11.89% | 37.53%-25.6pp | 292.57%-280.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,340 | $2,047+63.2% | $2,649+26.1% | $2,551+30.9% |
| Participant deferral / active EE | $6,183 | $2,914+112.2% | $4,123+50.0% | $4,139+49.4% |
| Admin fee / account holder | $2,936 | $4,643-36.8% | $5,150-43.0% | $7,234-59.4% |