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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 | $109,647 | $102,382+7.1% | $147,005-25.4% | $80,874+35.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 6.41% | 134.89%-128.5pp | 418.76%-412.4pp | 35.62%-29.2pp |
| Employer contribution / active EE | $5,150 | $3,715+38.6% | $4,934+4.4% | $2,756+86.9% |
| Participant deferral / active EE | $7,725 | $6,646+16.2% | $8,070-4.3% | $4,297+79.8% |
| Admin fee / account holder | $20,155 | $7,942+153.8% | $13,006+55.0% | $6,935+190.6% |