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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 | $76,638 | $149,040-48.6% | $120,225-36.3% | $137,256-44.2% |
| Participation rate | 95.7% | 75.4%+20.2pp | 69.6%+26.1pp | 80.0%+15.7pp |
| Annual return | 9.68% | 605.68%-596.0pp | 439.23%-429.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $4,208 | $4,350-3.3% | $3,475+21.1% | $4,156+1.3% |
| Participant deferral / active EE | $5,788 | $4,655+24.3% | $3,999+44.7% | $6,407-9.7% |
| Admin fee / account holder | $609 | $6,348-90.4% | $5,696-89.3% | $12,270-95.0% |