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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 | $211,573 | $160,070+32.2% | $147,117+43.8% | $145,897+45.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 7.07% | 98.69%-91.6pp | 420.54%-413.5pp | 552.29%-545.2pp |
| Employer contribution / active EE | $13,414 | $5,285+153.8% | $4,932+171.9% | $4,663+187.7% |
| Participant deferral / active EE | $9,087 | $8,419+7.9% | $8,065+12.7% | $6,689+35.8% |
| Admin fee / account holder | $1,641 | $15,035-89.1% | $12,993-87.4% | $13,390-87.7% |