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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 | $72,175 | $80,812-10.7% | $160,784-55.1% | $82,448-12.5% |
| Participation rate | 97.3% | 66.2%+31.1pp | 77.0%+20.3pp | 68.1%+29.2pp |
| Annual return | 6.97% | 100.59%-93.6pp | 1803.92%-1797.0pp | 41.64%-34.7pp |
| Employer contribution / active EE | $3,225 | $2,174+48.3% | $3,733-13.6% | $2,551+26.4% |
| Participant deferral / active EE | $5,629 | $4,335+29.8% | $6,293-10.5% | $4,139+36.0% |
| Admin fee / account holder | $4,231 | $7,695-45.0% | $9,717-56.5% | $7,234-41.5% |