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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 | $113,245 | $100,073+13.2% | $85,126+33.0% | $145,877-22.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.65% | 84.11%-76.5pp | 66.63%-59.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,405 | $3,236-25.7% | $2,731-12.0% | $4,663-48.4% |
| Participant deferral / active EE | $9,132 | $5,294+72.5% | $4,523+101.9% | $6,691+36.5% |
| Admin fee / account holder | $3,716 | $7,261-48.8% | $6,160-39.7% | $13,402-72.3% |