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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 | $73,262 | $63,342+15.7% | $92,236-20.6% | $70,131+4.5% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 12.38% | 530.15%-517.8pp | 176.29%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $12,171 | $2,471+392.5% | $3,679+230.8% | $2,342+419.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,046 | $3,840-72.8% | $5,194-79.9% | $4,645-77.5% |