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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 | $88,672+35.0% | $105,223+13.7% | $82,448+45.2% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 10.99% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $14,896 | $3,048+388.7% | $3,689+303.9% | $2,551+484.0% |
| Participant deferral / active EE | $2,395 | $4,036-40.6% | $5,072-52.8% | $4,139-42.1% |
| Admin fee / account holder | $2,937 | $7,146-58.9% | $8,859-66.8% | $7,234-59.4% |