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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 | $80,379 | $49,199+63.4% | $121,210-33.7% | $75,177+6.9% |
| Participation rate | 96.3% | 55.4%+40.9pp | 69.5%+26.7pp | 67.2%+29.1pp |
| Annual return | 11.43% | 56.04%-44.6pp | 987.41%-976.0pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,251 | $2,630+137.7% | $4,084+53.1% | $4,126+51.5% |
| Admin fee / account holder | $4,705 | $3,946+19.2% | $5,647-16.7% | $5,651-16.7% |