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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 | $153,678 | $111,535+37.8% | $105,223+46.0% | $137,256+12.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 0.61% | 237.85%-237.2pp | 180.65%-180.0pp | 220.34%-219.7pp |
| Employer contribution / active EE | $2,403 | $3,939-39.0% | $3,689-34.8% | $4,156-42.2% |
| Participant deferral / active EE | $4,661 | $5,500-15.2% | $5,072-8.1% | $6,407-27.2% |
| Admin fee / account holder | $4,406 | $9,721-54.7% | $8,859-50.3% | $12,270-64.1% |