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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 | $167,122 | $72,071+131.9% | $68,368+144.4% | $137,256+21.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.14% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,620 | $2,788+65.7% | $2,649+74.4% | $4,156+11.2% |
| Participant deferral / active EE | $3,203 | $4,410-27.4% | $4,123-22.3% | $6,407-50.0% |
| Admin fee / account holder | $13,111 | $5,336+145.7% | $5,150+154.6% | $12,270+6.9% |