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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 | $90,691+42.1% | $76,119+69.3% | $145,884-11.7% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 7.44% | 624.52%-617.1pp | 361.25%-353.8pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,524 | $3,329-24.2% | $2,693-6.3% | $4,662-45.9% |
| Participant deferral / active EE | $6,682 | $5,167+29.3% | $4,259+56.9% | $6,690-0.1% |
| Admin fee / account holder | $17,247 | $8,383+105.7% | $6,421+168.6% | $13,392+28.8% |