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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 | $105,420 | $178,174-40.8% | $156,181-32.5% | $137,256-23.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 9.91% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,250 | $4,972-54.7% | $4,294-47.6% | $4,156-45.9% |
| Participant deferral / active EE | $6,750 | $6,888-2.0% | $6,132+10.1% | $6,407+5.4% |
| Admin fee / account holder | $15,637 | $17,404-10.2% | $14,586+7.2% | $12,270+27.4% |