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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 | $228,612 | $72,071+217.2% | $68,368+234.4% | $137,256+66.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 3.14% | 353.14%-350.0pp | 292.57%-289.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $3,828 | $2,788+37.3% | $2,649+44.5% | $4,156-7.9% |
| Participant deferral / active EE | $8,119 | $4,410+84.1% | $4,123+96.9% | $6,407+26.7% |
| Admin fee / account holder | $2,752 | $5,336-48.4% | $5,150-46.6% | $12,270-77.6% |