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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 | $227,863 | $88,754+156.7% | $81,820+178.5% | $145,877+56.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.40% | 1031.77%-1023.4pp | 777.93%-769.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $3,732 | $3,085+20.9% | $2,915+28.0% | $4,663-20.0% |
| Participant deferral / active EE | $5,837 | $4,648+25.6% | $4,323+35.0% | $6,691-12.8% |
| Admin fee / account holder | $3,604 | $8,424-57.2% | $7,391-51.2% | $13,402-73.1% |