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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 | $168,988 | $91,559+84.6% | $133,978+26.1% | $79,856+111.6% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 2.36% | 61.85%-59.5pp | 45.10%-42.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,301 | $3,734+95.5% | $5,047+44.7% | $3,741+95.2% |
| Admin fee / account holder | $5,926 | $6,321-6.3% | $8,930-33.6% | $5,306+11.7% |