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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 | $89,194 | $72,071+23.8% | $68,368+30.5% | $137,256-35.0% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 3.61% | 353.14%-349.5pp | 292.57%-289.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,841 | $2,788-34.0% | $2,649-30.5% | $4,156-55.7% |
| Participant deferral / active EE | $8,659 | $4,410+96.3% | $4,123+110.0% | $6,407+35.2% |
| Admin fee / account holder | $2,591 | $5,336-51.4% | $5,150-49.7% | $12,270-78.9% |