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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 | $80,857 | $51,638+56.6% | $68,368+18.3% | $82,448-1.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.32% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $7,250 | $2,047+254.3% | $2,649+173.7% | $2,551+184.2% |
| Participant deferral / active EE | $10,157 | $2,914+248.6% | $4,123+146.4% | $4,139+145.4% |
| Admin fee / account holder | $18,670 | $4,643+302.1% | $5,150+262.5% | $7,234+158.1% |