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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 | $82,852 | $88,815-6.7% | $81,882+1.2% | $145,897-43.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 9.42% | 1033.75%-1024.3pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $5,456 | $3,086+76.8% | $2,916+87.1% | $4,663+17.0% |
| Participant deferral / active EE | $11,622 | $4,647+150.1% | $4,323+168.8% | $6,689+73.7% |
| Admin fee / account holder | $6,491 | $8,434-23.0% | $7,360-11.8% | $13,390-51.5% |