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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 | $124,637 | $51,638+141.4% | $68,368+82.3% | $82,448+51.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $4,170 | $2,047+103.7% | $2,649+57.4% | $2,551+63.5% |
| Participant deferral / active EE | $6,689 | $2,914+129.6% | $4,123+62.3% | $4,139+61.6% |
| Admin fee / account holder | $15,861 | $4,643+241.6% | $5,150+208.0% | $7,234+119.2% |