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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 | $146,939 | $90,400+62.5% | $186,193-21.1% | $87,485+68.0% |
| Participation rate | 88.5% | 66.2%+22.3pp | 77.1%+11.4pp | 68.9%+19.5pp |
| Annual return | 10.86% | 22.15%-11.3pp | 78.03%-67.2pp | 26.06%-15.2pp |
| Employer contribution / active EE | $3,373 | $2,170+55.4% | $3,918-13.9% | $2,596+29.9% |
| Participant deferral / active EE | $8,156 | $4,330+88.4% | $6,513+25.2% | $4,274+90.8% |
| Admin fee / account holder | $61,240 | $8,673+606.1% | $11,058+453.8% | $7,775+687.7% |