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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 | $113,562 | $70,366+61.4% | $66,674+70.3% | $138,895-18.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 12.51% | 386.41%-373.9pp | 321.24%-308.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,038 | $2,765-62.5% | $2,620-60.4% | $4,194-75.3% |
| Participant deferral / active EE | $4,011 | $4,374-8.3% | $4,084-1.8% | $6,396-37.3% |
| Admin fee / account holder | $1,410 | $5,262-73.2% | $5,098-72.3% | $12,562-88.8% |