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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 | $128,376 | $63,346+102.7% | $92,240+39.2% | $70,126+83.1% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 8.57% | 530.19%-521.6pp | 176.29%-167.7pp | 73.15%-64.6pp |
| Employer contribution / active EE | $2,977 | $2,471+20.5% | $3,680-19.1% | $2,343+27.1% |
| Participant deferral / active EE | $8,654 | $2,854+203.2% | $3,897+122.1% | $3,332+159.7% |
| Admin fee / account holder | $18,983 | $3,841+394.2% | $5,194+265.5% | $4,645+308.6% |