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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 | $123,625 | $34,316+260.3% | $74,722+65.4% | $72,975+69.4% |
| Participation rate | 83.3% | 42.4%+40.9pp | 54.5%+28.9pp | 69.5%+13.8pp |
| Annual return | 16.21% | 26.58%-10.4pp | 753.11%-736.9pp | 81.01%-64.8pp |
| Employer contribution / active EE | $5,663 | $692+718.5% | $1,084+422.3% | $2,440+132.1% |
| Participant deferral / active EE | $4,888 | $1,272+284.4% | $1,963+149.0% | $3,608+35.5% |
| Admin fee / account holder | $21,452 | $2,125+909.6% | $3,335+543.3% | $5,124+318.7% |