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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 | $156,286 | $105,200+48.6% | $159,474-2.0% | $85,847+82.1% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 9.82% | 45.08%-35.3pp | 263.68%-253.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $7,018 | $3,319+111.5% | $4,831+45.3% | $2,565+173.6% |
| Participant deferral / active EE | $13,841 | $5,946+132.8% | $7,353+88.2% | $3,952+250.2% |
| Admin fee / account holder | $1,925 | $6,934-72.2% | $10,802-82.2% | $6,261-69.2% |