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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 | $244,796 | $115,796+111.4% | $101,264+141.7% | $158,950+54.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 4.97% | 56.15%-51.2pp | 46.48%-41.5pp | 302.91%-297.9pp |
| Employer contribution / active EE | $12,234 | $4,175+193.0% | $3,660+234.3% | $4,762+156.9% |
| Participant deferral / active EE | $1,629 | $4,958-67.1% | $4,370-62.7% | $5,983-72.8% |
| Admin fee / account holder | $1,185 | $7,247-83.6% | $5,947-80.1% | $11,248-89.5% |