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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 | $70,366+224.9% | $66,674+242.9% | $138,895+64.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 3.14% | 386.41%-383.3pp | 321.24%-318.1pp | 145.39%-142.3pp |
| Employer contribution / active EE | $3,828 | $2,765+38.4% | $2,620+46.1% | $4,194-8.7% |
| Participant deferral / active EE | $8,119 | $4,374+85.6% | $4,084+98.8% | $6,396+26.9% |
| Admin fee / account holder | $2,752 | $5,262-47.7% | $5,098-46.0% | $12,562-78.1% |