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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 | $128,850 | $90,489+42.4% | $76,051+69.4% | $145,978-11.7% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 7.44% | 622.78%-615.3pp | 360.42%-353.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $2,524 | $3,319-24.0% | $2,690-6.2% | $4,662-45.9% |
| Participant deferral / active EE | $6,682 | $5,164+29.4% | $4,257+56.9% | $6,690-0.1% |
| Admin fee / account holder | $17,247 | $8,374+105.9% | $6,416+168.8% | $13,400+28.7% |