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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 | $123,635 | $72,071+71.5% | $68,368+80.8% | $137,256-9.9% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 8.57% | 353.14%-344.6pp | 292.57%-284.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $2,496 | $2,788-10.5% | $2,649-5.8% | $4,156-39.9% |
| Participant deferral / active EE | $5,827 | $4,410+32.1% | $4,123+41.3% | $6,407-9.1% |
| Admin fee / account holder | $1,500 | $5,336-71.9% | $5,150-70.9% | $12,270-87.8% |