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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 | $140,675 | $70,366+99.9% | $66,674+111.0% | $138,895+1.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 13.20% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,811 | $2,765-34.5% | $2,620-30.9% | $4,194-56.8% |
| Participant deferral / active EE | $2,083 | $4,374-52.4% | $4,084-49.0% | $6,396-67.4% |
| Admin fee / account holder | $18,872 | $5,262+258.6% | $5,098+270.2% | $12,562+50.2% |