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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 | $181,351 | $72,071+151.6% | $68,368+165.3% | $137,256+32.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.88% | 353.14%-344.3pp | 292.57%-283.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $5,408 | $2,788+94.0% | $2,649+104.2% | $4,156+30.1% |
| Participant deferral / active EE | $4,629 | $4,410+5.0% | $4,123+12.3% | $6,407-27.7% |
| Admin fee / account holder | $5,925 | $5,336+11.1% | $5,150+15.1% | $12,270-51.7% |