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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 | $159,878 | $72,071+121.8% | $68,368+133.9% | $137,256+16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.26% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,778 | $2,788-36.2% | $2,649-32.9% | $4,156-57.2% |
| Participant deferral / active EE | $2,756 | $4,410-37.5% | $4,123-33.2% | $6,407-57.0% |
| Admin fee / account holder | $3,309 | $5,336-38.0% | $5,150-35.8% | $12,270-73.0% |