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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 | $86,355 | $72,071+19.8% | $68,368+26.3% | $137,256-37.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 12.33% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,298 | $2,788+90.0% | $2,649+100.0% | $4,156+27.5% |
| Participant deferral / active EE | $1,631 | $4,410-63.0% | $4,123-60.4% | $6,407-74.5% |
| Admin fee / account holder | $68,290 | $5,336+1179.9% | $5,150+1226.1% | $12,270+456.6% |