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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 | $42,366 | $72,071-41.2% | $68,368-38.0% | $137,256-69.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 8.75% | 353.14%-344.4pp | 292.57%-283.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,815 | $2,788-34.9% | $2,649-31.5% | $4,156-56.3% |
| Participant deferral / active EE | $5,700 | $4,410+29.2% | $4,123+38.3% | $6,407-11.0% |
| Admin fee / account holder | $18,093 | $5,336+239.1% | $5,150+251.3% | $12,270+47.5% |