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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 | $191,009 | $90,530+111.0% | $76,030+151.2% | $145,897+30.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 8.09% | 625.08%-617.0pp | 361.54%-353.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,292 | $5,164+215.5% | $4,257+282.7% | $6,689+143.6% |
| Admin fee / account holder | $10,801 | $8,383+28.8% | $6,421+68.2% | $13,390-19.3% |