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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 | $104,938 | $102,632+2.2% | $81,988+28.0% | $158,950-34.0% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.3%+22.4pp | 82.0%+9.7pp |
| Annual return | 3.87% | 61.05%-57.2pp | 41.31%-37.4pp | 302.91%-299.0pp |
| Employer contribution / active EE | $4,167 | $3,241+28.6% | $2,498+66.8% | $4,762-12.5% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,896 | $8,237-4.1% | $5,665+39.4% | $11,248-29.8% |