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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 | $119,683 | $96,731+23.7% | $123,973-3.5% | $86,983+37.6% |
| Participation rate | 92.3% | 70.0%+22.3pp | 76.7%+15.6pp | 69.5%+22.8pp |
| Annual return | 10.99% | 17.33%-6.3pp | 388.13%-377.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $14,896 | $3,297+351.8% | $4,126+261.1% | $2,584+476.4% |
| Participant deferral / active EE | $2,395 | $4,152-42.3% | $5,247-54.3% | $4,194-42.9% |
| Admin fee / account holder | $2,937 | $8,722-66.3% | $11,799-75.1% | $7,856-62.6% |