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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 | $106,257 | $51,638+105.8% | $68,368+55.4% | $82,448+28.9% |
| Participation rate | 90.6% | 63.6%+27.0pp | 73.8%+16.9pp | 68.1%+22.6pp |
| Annual return | 8.90% | 37.53%-28.6pp | 292.57%-283.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $575 | $2,047-71.9% | $2,649-78.3% | $2,551-77.5% |
| Participant deferral / active EE | $4,721 | $2,914+62.0% | $4,123+14.5% | $4,139+14.0% |
| Admin fee / account holder | $9,840 | $4,643+111.9% | $5,150+91.1% | $7,234+36.0% |